Instead of low inflation, low growth and negative interest rates, we now have higher and more volatile inflation, stronger nominal GDP growth, an end of quantitative easing and higher bond yields.
Main Content

US election countdown: what investors need to know
by George Brown
In one year’s time, Americans will head back to the polls to elect their president for the next four years.

The Capital Cyclops
by Samir Mehta
The ramifications of tighter credit conditions, and the critical role of near-term cash flow generation over future earnings projections.

Are US stocks worth the price?
by Tim Murray
The Magnificent 7 have distorted US equity valuations

Value can defuse concentration risk
by Sam Peters
Value provides investors with strong advantages in the face of growing extremes, offering potential downside protection against market declines and relative return potential.

Outlook for the Irish and Global economy
by Alan McQuaid
Global recession looking less likely but many obstacles still ahead

Pension investment strategies pre and post retirement
by Eoin Hassett
Planning for retirement is a critical aspect of financial security, and having a well-thought-out investment strategy plays a pivotal role in ensuring a comfortable post-retirement lifestyle.

Global spotlight on efforts to avoid escalation of Israel-Gaza conflict
Energy markets face limited impact, while regional bond markets remain sensitive to events.

Is it worth buying bonds when cash rates are so high?
Cash gives you high rates in the short-term, but they’re not going to stay this high for say the next 5 to 10 years.

Financial Planning is coming of age.
by David Lunn
In the early 1970’s a distinct discipline called financial planning developed in the US.

Is ESG investing delivering to plan?
by Terry Devitt
Over the last decade and more ESG (Environmental, Social and Governance) has grown to become the standout topic in the mainstream investment world.

How Private Equity is taking advantage of turbulent markets
by Conor O’Dea
Private equity managers are no strangers to investing in turbulent market environments