The Irish economy performed well in 2019, despite the global economic uncertainty and Brexit. The momentum going into 2020 remains very solid, with almost all economic indicators still performing well.
Main Content
Will the US economy survive the politics
I believe US politics will be the main source of volatility as we head toward the 2020 US presidential election in November
Reverse Yankees Are on the Rise
Euro‑denominated issuance by U.S.‑ based corporates is surging. American companies pumped approximately EUR 93 billion into the European markets by the middle of December in 2019
Why solar energy’s prospects look bright
The global energy transition is the transformation of the world’s energy supply, away from polluting sources such as coal, oil and gas, and towards renewables.
Navigating the not-so-roaring 20s
Will the 2020s be like the 2010s? Here’s why we think they won’t be and what it could mean for investors.
Technology is everywhere
When no industry is immune to disruption, can the tech sector exist within its own vacuum? We considers the omnipresent nature of today’s technology and questions the effectiveness of current benchmark indices.
Whitepaper: Outlook for all major asset classes in 2020
Free from a house view on economies, markets or stocks, J O Hambro Capital Management’s (JOHCM) fund managers invariably see the world in different ways. We asked a number of our managers for their thoughts on the outlook……….
Do higher wages for workers mean lower returns for investors?
Changes to the nature of workforces in the developed world have seen the proportion of Gross Domestic Product (GDP) accounted for by wages fall for several decades, boosting investment returns. However, these trends could be set
Looking Beyond Negative Yields
Bonds will continue to provide benefits in terms of both portfolio diversification and return in the years ahead. However, with absolute bond yields at low or even negative levels in some markets, we acknowledge that these benefits may be muted relative to historical patterns.
Public versus private debt – what’s the difference?
With interest rates at historic lows, asset classes such as commercial real estate debt, infrastructure debt and corporate debt are increasingly attractive.
Climate disruption: the new normal
The world seems to be losing the battle to halt climate change. Economies and financial markets appear increasingly unprepared for the disruption that higher global temperatures will bring. Moreover, policies to limit rising temperatures do not yet appear to be fit for purpose.
AI – Acronym indecipherable?
No longer the play thing of Bletchley Park or Silicon Valley, AI has been the mainstream for a number of years, and adoption is growing
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