For individual investors in Ireland

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

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 risks and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Latest Insights

The Fed’s new policy, inflation and its implications for U.S. bonds

The Fed’s new policy, inflation and its implications for U.S. bonds

Greg Wilensky and Michael Keough discuss their outlook for U.S. inflation after the U.S. Federal Reserve’s policy change, and its impact on U.S. bond markets.

A letter to the Fed from a concerned friend

A letter to the Fed from a concerned friend

Head of Global Bonds Nick Maroutsos expresses concern that monetary policy focused on financial markets will do little to ignite the growth needed for the economy to recover from recent weakness.

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.

Is it time for the European Renaissance?

Is it time for the European Renaissance?

John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.

Is now the time for defensive value?

Is now the time for defensive value?

Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.

Business model investing: opportunity amid crisis

Business model investing: opportunity amid crisis

U.S. equities Portfolio Manager Nick Schommer discusses the importance of durable, competitively advantaged business models amid a disrupted economic environment.

Looking past election volatility

Looking past election volatility

Director of Research Matt Peron says that while the 2020 U.S. presidential race could create volatility for stocks, such pullbacks are often based on fear, not long-term fundamentals.

Global real estate – coming to the end of the abnormal?

Global real estate – coming to the end of the abnormal?

Global real estate equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl address misperceptions investors may have about real estate post-COVID-19, and explain why the team believes it remains an attractive and relevant asset class.

The highly rational – and sometimes slightly less rational – world of tech investing

The highly rational – and sometimes slightly less rational – world of tech investing

Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.

Deconstructing sustainable design
Investment Viewpoints

Deconstructing sustainable design

In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.

US election insights: healthcare gains an edge

US election insights: healthcare gains an edge

In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.

First in first out of COVID, how has China fared?

First in first out of COVID, how has China fared?

May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.