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?”
Category Archives: Trade
Time to re-visit Property as an Asset Class?
Just over 6 months ago, I posted a piece on Irish Commercial Property wondering if there was a case to include, or add to it, in your investment portfolio. So what’s been happening? The commentary so far this year coming from property managers talks of a stabilizing or a re-set for the Irish Commercial PropertyContinue reading “Time to re-visit Property as an Asset Class?”
China: More Risk than Return?
It used to be Top of Mind for investors. China was an economic power house driving global markets and commodities. Posting annual growth rates of 10% and more in the early 2000’s, the health of the Chinese economy was a critical box to tick in building a positive case for financial investors. Not any more.Continue reading “China: More Risk than Return?”
Globalisation – is it over? Does it matter?
Talk of the end of Globalisation seems everywhere. Tanaiste Michael Martin and Ursula Von der Leyen, European Commission President, have both spoken recently about “de-risking” our trade flows. More extreme views believe that current global trade trends point to the end of Globalisation. The Peterson Institute sees Globalisation in retreat, and in its place theyContinue reading “Globalisation – is it over? Does it matter?”
Tradewinds 