Ireland unveiled its latest Budget, which was historic in more ways than one. Up until very recently, it would have been hard to imagine two ministers from the two biggest political rivals in the history of the State, standing up together to deliver a unified Budget.
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Identifying growth beyond the tech giants
There is a widely held view that alpha generation in the US has solely hinged on whether or not an investor has held active positions in these five tech giants. This is a major misconception.
Green bonds growing in Europe
Growing concerns about climate change have caused an explosion in “green” bonds amongst environmentally conscious investors.
Low, lower, lowest
The latest inflation data in the eurozone will not be greeted with joy in Frankfurt, as the annual core eurozone inflation number dropped to 0.2%.
Unmasking the opportunity in dividends
Recent headlines may highlight cutbacks in pay-outs, but the global universe of dividend-paying stocks is vast and diversified with a long track record of growth.
Alfen you heard?
You may not have heard of Alfen. At around EUR 1bn in market cap, it isn’t (yet) a stock market giant. However, it is at the heart of several megatrends related to the green energy transition, meaning it is perfectly positioned to continue its recent stellar growth for years to come.
Dollar demise or just a blip?
Lionel Shriver’s 2016 dystopian novel ‘The Mandibles’ describes the US defaulting on its debts, resulting in the collapse of the once-mighty US dollar and the ushering in of a period of deep secular decline.
Envisioning a post-pandemic future
As the crisis has evolved, however, two things have become clear: the pandemic has accelerated some trends already in place, and Covid-19 will have implications that are opaque now but that will become undeniably clear and meaningful over time.
Seven reasons behind the resilience of “green” investments in the pandemic
Climate change and energy transition investments have generally performed remarkably well since the start of the Covid-19 crisis and the associated economic slowdown.
Brexit saga meets trade roadblocks
The United Kingdom officially left the European Union in January of this year, but issues remain in the Brexit saga, namely trade relations
Why do bank stocks trade at a steep discount to book value?
Most banks in developed markets are trading at a steep discount to reported book values. Taking the UK market as an example, current market valuations for the listed banks are just c.40% of book valuations, a historical low. Irish banks …….
Rising climate change risk not yet factored in by markets
Last year we saw a dramatic increase in concern over climate change. Despite all this attention, however, climate change has only had a significant impact on the valuations of a small number of companies
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