So the Central Bank of Ireland has produced a very solid research piece providing a snapshot of what Irish investors want and where they are putting their money. Firstly it’s a lot of money! The net wealth of Irish households has more than doubled in the last decade to €1,288bn. The headline conclusions from theContinue reading “What do Irish Investors Want?”
Category Archives: Ireland
Just what are Investment Managers thinking?
What’s top of mind for investment managers today? There’s clearly a lot to consider. On the positive side, economies are holding up (for now). Company profits seem resilient, interest rates may have further to fall, markets have been making all time highs. But on the other hand, there is unprecedented uncertainty around issues like tradeContinue reading “Just what are Investment Managers thinking?”
Grinding out a Result
This year the average Irish Pension fund peaked in February, and is only now clawing its way back to that level. In the mean-time, it had slumped by about 15% from that peak until it bottomed in early April, recovering all the lost ground. So year to date the average pension fund is just now edgingContinue reading “Grinding out a Result”
Irish Funds: Where Are The Risks?
Last week the Central Bank of Ireland published a report on the key risks and trends shaping the financial sector. The Regulatory & Supervisory Outlook (RSO) report gives the Bank’s view on these risks and what they see as the key priorities to address them in the next two years. From this we get aContinue reading “Irish Funds: Where Are The Risks?”
Are Irish Investment Managers charging too much?
Fees charged for managing money have been coming down. This has been a long term trend which has picked up pace. A recent global survey by Morningstar shows that over the past 4 years, management fees for all active funds in their universe have shifted down from 0.68% to 0.6%. Most of this decline tookContinue reading “Are Irish Investment Managers charging too much?”
Back to School! What Irish Fund Managers are saying today
2024 has been a good year so far for investors. But now, as we put away the buckets and spades and head into the home straight for the year, how do Irish investment managers see market prospects? Well, all in all, they seem to be a reasonably positive bunch. Not too concerned about recessions, expectingContinue reading “Back to School! What Irish Fund Managers are saying today”
ESG funds in Ireland – What’s the Story?
Not all ESG funds are the same We all know that there has been a seemingly never-ending avalanche of investment funds that fall into the wide ESG, sustainable, impact, climate, renewable etc. bracket launched in recent years. It’s a broad church. There are so many variations on this theme in the market place. Some areContinue reading “ESG funds in Ireland – What’s the Story?”
The next crisis will start with empty office buildings
The above headline ran in the Atlantic magazine last week in the US. Also, the Financial Times speaks of a “financial storm” bearing down on the US commercial property market. Many analysts are talking of commercial property as the biggest systemic risk in the US today and being the next shoe to drop. Is thereContinue reading “The next crisis will start with empty office buildings”
Tradewinds 