In what was a good year for financial markets overall, did investing in Irish Commercial Property work for investors in 2025? One thing I’ve noticed about fund returns in the year just gone is that, irrespective of the specific asset class, there has been a wide range of returns among funds within the same sector. ForContinue reading “Did Property work for Irish investors in 2025?”
Tag Archives: Asset Allocation
Should Investors just forget about Emerging Markets?
It is one of the key tenets in investment. If you take on more risk, you expect more reward. It underlies why we invest in start-up businesses, new technologies, illiquid assets and much, much more. And it explains why individuals and institutions have ploughed vast sums into Emerging Markets.Emerging Markets, now taken as a givenContinue reading “Should Investors just forget about Emerging Markets?”
What markets and managers are looking at now.
In recent days, the tone in stock markets seems to have changed from the panic tumbles on high volumes that we saw in mid-March. Volatility as measured by the VIX index has also reduced though still at elevated levels, but generally we have seen less of the 5-6% moves upwards and downwards on a dailyContinue reading “What markets and managers are looking at now.”
Passing the Buck
I know it’s always been the case, but lately in chatting through how markets have done, I find myself talking as much about currency moves as asset moves. Yet in my experience, currencies never feature that much whenever we try to look ahead. The talk at that point is more around asset fundamentals like economicContinue reading “Passing the Buck”
Tradewinds 