It has been a long time coming but just over eleven years to the day that the European Central Bank last raised official interest rates
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Are recession concerns overdone?
There’s no doubt the backdrop for growth is challenging
Positive outlook for European bank bonds
European banks are entering the slowdown with healthy capital buffers. We would argue that they’re in a position to benefit from the rising rates environment.
Highlighting ETF liquidity during times of stress
The stressful events markets have faced this year have led to questions about ETF liquidity.
Self-Administered Pension Schemes and their role post IORP II
IORP II have impacted the entire Irish pensions industry in many ways, Self-Administered Pension Schemes (SSAPs) are where clients and advisors have seen the most significant changes, particularly relating to permissible investments.
No, we are not about to return to 1970s-style inflation
Today’s central banks are willing and able to tackle the problem
Is your equity portfolio ready for a turn in the investment cycle?
The big picture is that a number of capital cycles are turning, and investors need to refocus their attention onto supply side dynamics, and towards sectors which have been overlooked for the majority of the post-GFC era.
Recession unlikely in 2022
The consensus among economists puts the odds of a recession starting sometime in the next year at 30%, according to Bloomberg’s most recent survey.
What lies ahead for stock markets after recent falls?
We discuss which types of companies could offer some brightness after a gloomy period for stock markets.
The times they are a-changin’
Larry Fink, the CEO of Blackrock, declared in recent weeks that the covid driven experiences of the past couple of years now mean the ‘globalisation is now dead’.
Beyond ESG: The Carbon Price Solution
Climate change poses a systemic risk that investors cannot simply diversify away. Unless that risk is accurately priced, the costs will be incalculable.
Inflation and your pension
Inflation in Ireland has hit a whopping 6.7% in March, up from 5.6% a month earlier. The central bank are forecasting that inflation will peak at 7.7% p.a. this quarter.
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