On 11th April 2024 we ran a 45 minute Webinar looking at one of the most timeless and fundamental asset allocation decisions that investors face: how best to allocate capital between Cash, Bonds & Equities.

The first quarter of 2024 saw a noticeable market increase for Equities and Bonds as Inflation data trended downwards globally.

The market consensus is that the higher interest rate environment imposed by Central Banks has worked to reduces prices, and this has led to investor optimism.

However, there are still key geopolitical and economic risks that will undoubtedly prove to be a challenge in 2024.

On 14th December 2023 Minister for Finance Michael McGrath announced that he is beginning a targeted review of the Standard Fund Threshold (SFT) regime.

The fourth quarter of 2023 saw a noticeable market increase for Equities and Bonds as Inflation data trended downwards globally.

The market consensus is that the higher interest rate environment imposed by Central Banks has worked to reduces prices, and this has led to investor optimism.

However, there are still key geopolitical and economic risks that will undoubtedly prove to be a challenge in 2024.

On 6th December 2023 we ran a 45 minute Webinar recapping the Global Economy and Investment market performance in 2023 and providing our outlook as we look into 2024.

The third quarter of 2023 has brought back a lot of market nervousness and volatility. The expectation that Inflation had peaked, and the consensus forecasts that we were facing into interest rates reductions, have proven to be premature. Equities, in particular in Europe, had a very negative quarter and bond yields have surprised everybody by continuing to increase.

Pensions Auto-Enrolment is a Government initiative which is set to take effect in 2024 and aims to increase pension savings for Employees by ensuring they are automatically enrolled into a pension scheme through their Employers.

On 14 July 2023 we ran a 40 minute Webinar recapping the Q2 2023 Investment Market performance and providing our outlook for the remainder of 2023.

The 2nd Quarter of 2023 was a relatively benign period for Global Investment Markets. Investors are still closely watching Central Bank interest rate policy and how inflation plays out.

In this video, Jonathan Sheahan of Compass Private Wealth explains the seven core principles of our Asset Allocation Philosophy.

In this article, Zarah McDonnell provides an overview of the various types of Business Owners Insurance available in the Irish market place.

On 23rd May 2023 we ran a 1 hour Webinar workshop for Irish Business Owners taking the current Economic & Market situation in account.

In this article, we outline 6 of the key Asset Allocation tips for Investment and Pension portfolios

In this article, Robert Smith provides an overview of the State Pension in Ireland and the difference between the Contributory and non-Contributory pension.

On 20 January 2023 we ran a 40 minute Webinar recapping the Markets in 2022 and providing our outlook for 2023 taking the current Economic & Market situation in account.

The year of 2022 was a roller-coaster year for the Global Economy and Investment Markets. We have discussed the key points in our Investment review.

On 30 November 2022 we ran a 1 hour Webinar on Personal Financial Planning in the context of 2023 taking the current Economic & Market situation in account.

On 28 September 2022 we ran a 40 minute Webinar on Wealth Management in the context of Budget 2023 and the current Economic & Market situation.