Latest Insights
Insights | 17.04.2025
Case Study: Navigating Financial Planning with Confidence
Laura Reidy, Director of Wealth Management Pension details John & Mary’s journey from financial uncertainty to confidence as we transformed their €2.7m net worth into a comprehensive plan for retirement, children’s education, and legacy building through our proven four-step framework.
Insights | 17.04.2025
The Importance of Protection Planning
Aaron Cunningham, Wealth Manager, highlights that true financial planning includes protecting your income and family through cover like life insurance, illness, and income protection.
Insights | 17.04.2025
A Long Term Perspective and Diversification are Key When Investing in Uncertain Times
John Mullane, Chief Investment Officer at Cantor Fitzgerald Ireland, discusses long term perspectives and diversification are key when investing in uncertain times.
Insights | 07.04.2025
Gone But Not Forgotten: The US’s Climate ESG Task Force
Aidan Graver notes that despite the SEC’s decision to disband the ESG Task Force in the USA, companies must still remain vigilant in ensuring their ESG disclosures are accurate, transparent and well substantiated.
Insights | 03.04.2025
“Liberation Day” – US Tariffs
John Mullane, Chief Investment Officer at Cantor Fitzgerald Ireland, looks at the impact of the newly announced US tariffs on Irish investors
Insights | 27.03.2025
Navigating Market Volatility: The Power of Diversification
Leonardo Mazza, Head of Cross Asset Strategy & Fund Manager, discusses in 2025 market volatility challenges investors. S&P 500 struggles with economic uncertainty. Diversification across assets and regions offers a strategic approach to managing investment risks.
Insights | 27.03.2025
Defending Europe, but at What Cost?
James Stafford, Portfolio Manager Associate, gives insights on Europe’s reshaped defense strategy, increasing investments amid global uncertainties, with significant economic and strategic implications for security and markets.
Insights | 21.03.2025
Monthly Mac-ro
Pearse MacManus, Director, CFAM, discusses: Markets are shifting rapidly—US growth is slowing amid trade uncertainty with the Fed pivoting to rate cuts. Germany’s fiscal push lifts bond yields, but US tariffs pose risks. China shows signs of stabilization, though inflation and tariffs cloud the outlook. Volatility remains high.
Insights | 18.03.2025
Green Bonds: Are They Really Shamrock Green?
Lucy Rochford, Senior Client Relationship Manager discusses that green bonds offer stable investments while supporting environmental initiatives. As we celebrate Ireland’s heritage in March, these bonds represent a way to align your portfolio with both patriotic green symbolism and sustainable values for future generations.
Insights | 18.03.2025
Boost Your UK State Pension: Irish Citizens’ Limited-Time Opportunity Ends Soon
Marta Pelc, Pensions Advisor gives insight how Irish citizens who worked in Britain for at least three years can purchase up to 18 additional years of National Insurance contributions until April 5, 2025, significantly enhancing their UK state pension entitlements beyond the standard option.