For individual investors in Ireland
Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations for investors
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.
We believe active managers are in a position to drive positive change amid the shift to sustainability.
The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.