QUARTERLY INVESTMENT JOURNAL – SPRING 2022

• Asset Allocation
• Focus Feature: Navigating Uncertainty
  Greg Davis, Chief Investment Officer at Vanguard assesses market responses to disrupting geopolitical events. While Ryan McGrath looks at the inversion of the US bond yield curve, which has been a focal point for investors.
• Wealth Management: Portfolio Decarbonisation
  Carolina Angarita-Cala explores the impact of a low-carbon future on investments.
• Analyst Conviction List: The investment case for our preferred names
• The Fund Edit: Latest update on our range of investment funds, ETFs and trusts
• Ethical Investing: Green Effects providing sustainable investment returns
• Corporate Finance News: Sourcing Best-In-Class Investment Opportunities in Real Estate
  Real estate assets are often a hedge against an inflationary market and the specific nature of each asset must be assessed. David Lawlor looks at how the market lies in Ireland both in terms of commercial and residential.

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