Latest Insights
Insights | 02.11.2026
The Weekly Compass 02/11/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Earnings & US midterms the key focus in the week ahead.
Insights | 28.10.2026
The Market Rally Faces a Fresh Test in Q4 on Resurgent Geopolitical Volatility
Global equities continued to grind higher in Q3 despite renewed volatility across bond, commodity and currency markets. Looking ahead to Q4, Chief Investment Officer John Mullane explains why a diversified, actively managed portfolio will be critical.
Insights | 27.10.2026
The Weekly Compass 27/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Tech earnings and central bank rate decisions the key focus for markets this week.
Insights | 21.10.2026
CFAM Q4 Market Outlook: Credit Cracks the Capex Cycle
CFAM Europe’s CIO, Phil Byrne, explains that the widening crisis in the Middle East is putting growing pressure on energy markets, while early signs of strain in credit are leading investors to question the sustainability of the AI-led capex cycle.
Insights | 19.10.2026
The Weekly Compass 19/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: French budget and Q3 earnings in focus.
Insights | 12.10.2026
The Weekly Compass 12/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Q3 earnings season the key focus.
Insights | 09.10.2026
A Simple Guide to the Key Points of Budget 2027
Director of Wealth Management, Laura Reidy, and Chief Investment Officer John Mullane, examine the key points of Budget 2027.
Insights | 08.10.2026
Six Takeaways from the Strategic Decisions Conference, London
Investors are becoming increasingly selective, according to our Global Strategist, Pramit Ghose. In his latest article, he shares six takeaways from the 42nd Annual Strategic Decisions Conference in London, from a consumer economy splitting in two to the physical infrastructure behind AI and the changing case for defence.
Insights | 05.10.2026
The Weekly Compass 05/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Irish Budget and central bank minutes in focus in week ahead.
Insights | 28.09.2026
The Weekly Compass 28/09/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Eurozone inflation and US Jobs data in focus this week.