Global growth is approaching an inflection point; either the slowdown becomes entrenched and leads to a recession, or the cycle gets extended as interest rate cuts and fiscal stimulus start to take effect. What does this mean for the inflation outlook?
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Environment and nature funding
Ireland, like many other countries has declared a state of climate emergency. We have yet to see this translated to a growth in donations to environmental charities in Ireland.
What are structural risks with ETFs?
As the ETF market continues to grow, investors are questioning how secure their ETF holdings are. We outline some of the key points they should consider.
Defined Benefit (DB) pension schemes in Ireland and the importance of advice
we see these schemes in Ireland as a guarantee and a “rock solid” promise by the employer, they are in fact dependent on many factors that if not in place or enforced could result in the benefit being reduced or not paid at all.
How likely is a global recession?
Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief. However the author believes the UK could be moving closer to recession territory.
Green bonds seeking new opportunites to invest in good
Green bonds are capital market instruments used to fund projects that will have a positive environmental and/or climate benefit. According to the Green Bond Principles (GBPs)
Are we running out of policy options for the next crisis?
Do central banks have any ammunition left to ward off the next recession or economic crisis?
Market timing and resisting our inner pessimist
Market timing is fraught with danger, whether in the short term like this past few months, or even over very long time periods.
Time is running out to solve China’s debt bubble
Investors are underestimating the mounting problems caused by the rapid expansion of credit in China in recent years.
Giving China its rightful share in your portfolio
China has been a potent force in financial markets for more than a decade. Its impact on global economic growth has increased markedly. However, international investors own very little of its domestic stock and bond markets.
Investing in the age of de-globalisation
As investors, we should consider whether 2016 marks the end of globalisation as we know it, as the election of Donald Trump and the Brexit vote inaugurated an era of deconstructing the global trading order.
How big is the BBB problem?
The investment grade universe has increased in size considerably since the financial crisis, particularly in the BBB space. Should credit investors be worried?
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