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Political Divergences in Europe: France vs. Ireland in 2024
Posted 25 Jul 2024
Roderick McAuliffe dives into the political dynamics shaping Ireland and France, and their impacts on market confidence.
Navigating Mid-Year Market Shifts: A Prudent Stance Amid AI Booms and Economic Uncertainties
Posted 25 Jul 2024
As we enter H2, Philip Byrne examines fund performance amid political and central bank developments.
Analysis Snapshot: Cairn Homes Primed for Continued Growth
Posted 25 Jul 2024
Cairn Homes has become Ireland's largest homebuilder, expertly executing its strategy from 2015. With a record €1bn forward order book and involvement in major projects like Dublin’s Clonburris, Cairn is primed for continued growth.
Ireland’s Stock Exchange is in Trouble and Needs Our Help
Posted 21 Jun 2024
As Ireland’s stock exchange faces critical challenges with Flutter's move to the US and the potential departure of Smurfit Kappa, CIO, John Mullane outlines the importance of supporting domestic market growth and ensuring economic resilience.
Japan's Economic Resurgence: Yen Volatility, Corporate Reforms, and Investor Opportunities
Posted 21 Jun 2024
Even as the Yen recently hit a 34-year low against the dollar, Japan's economy continues to shows vibrant growth with rising wages, capital investment, and record-high stock prices.
Cantor Fitzgerald Sponsors Dalkey Book Festival: A Weekend of Arts and Insights
Posted 21 Jun 2024
We were delighted to sponsor the Dalkey Book Festival, a 4 day celebration of the best in literary talent from 13 - 16 June 2024.
Analysis Snapshot: FedEx Remains One of the Key Independent Enablers of eCommerce Delivery
Posted 27 May 2024
Read our latest Analysis Snapshot on FedEx. Despite recent challenges, including the ending of its US Parcel Service contract and pandemic disruptions, FedEx is bouncing back and realigning for profitable growth with the implementation of its far-reaching DRIVE restructuring programme.
Expansion of our Discretionary Investment Service: Q&A with CIO, John Mullane
Posted 27 May 2024
We were delighted to announce the expansion of our Discretionary Investment Service in Q2 2024.
To learn more about the expansion, Senior Portfolio Manager, Suzanne Berkery sat down with Chief Investment Officer, John Mullane to explore key highlights of the updated offering.
Eurozone’s Banks Look Stronger Than Ever: Positive Performance Bolsters Investor Sentiment
Posted 27 May 2024
Senior Portfolio Manager, Suzanne Bekery explores Eurozone bank performance. Boasting record-high capitalisation and outperformance of US counterparts, Eurozone banks are thriving. With strong performance and promises of significant capital returns, these European lenders and the broader Euro Stoxx index reflects a positive sentiment for investors.
Falling Inflation and Rising Economic Activity a Positive, Rare and Potent Combination
Posted 07 May 2024
“How are you not worried about the Houthis?” - a question likely on the minds of many investment professionals over the last few months as conflict in the Middle East continues to impact the global economy. Phil Byrne shares his thoughts on the above question, as well as his insights on the current economic outlook and an update on our Multi Asset Funds’ performance in 2024 so far.
Auto-Enrolment Pension System in Ireland: What You Need to Know
Posted 25 Apr 2024
If slow and steady wins the race, the implementation of a Statewide Auto-Enrolment (AE) pension system has been under consideration in Ireland since 2006 may prove to be the undisputed champion! The Minister for Social Protection published the Automatic Enrolment Retirement Savings System Bill 2024 on 5 April 2024. The Minister is targeting introduction for early 2025.
Lower Interest Rates on the Way in 2024
Posted 25 Apr 2024
World economic growth was better than expected in 2023 and inflation fell at a quicker pace than forecast at the start of last year. However, there was a marked contrast in the growth performances of the major economies. National output was strong in the United States throughout the whole of 2023 helped by healthy consumer spending, with households continuing to deplete the excess savings that were run up during the pandemic.
Real Estate's Check-Up Q1 2024
Posted 25 Apr 2024
The first quarter of 2024 has seen Europe's real estate market navigating through a landscape marked by cautious optimism. Following a downward trend since Q3 2022, the sector is adjusting to a transition toward a higher baseline rate environment and adapting to the implications of increased inflation. With a corresponding higher baseline inflation level, real estate investment strategies need to, and importantly now, are adjusting to that new normal.
Population Shifts and Economic Impacts: A Closer Look at Emerging Market Dynamics
Posted 25 Mar 2024
Amidst shifting global dynamics, a new contender comes into view on the horizon of emerging markets. As China's population declines and its economy faces challenges, India begins to take centre stage, now drawing attention from Wall Street giants and investors alike.
Closing the Gender Pension Gap: Empowering Financial Equality and Beyond
Posted 25 Mar 2024
Laura Reidy explores the gender wealth gap in Ireland, discussing disparities in pay and pensions, addressing factors contributing to the gap, while highlighting potential solutions such as childcare supports and increased representation of women in financial advisory roles.
Future-Proof Business Through EU Taxonomy Alignment
Posted 25 Mar 2024
As the EU commits to improving the market for sustainable investment, while increasing transparency and investor protection, understanding the intricacies of the Taxonomy Regulation becomes imperative. This comprehensive framework not only aims to combat greenwashing but also provides a roadmap for aligning investments with environmental objectives, shaping the future of finance in Europe.
Celebrating Three Decades of Excellence: A Closer Look at Cantor Fitzgerald's Multi-Asset 70 Fund
Posted 28 Feb 2024
Cantor Fitzgerald Asset Management (CFAM) is delighted to celebrate the 30th anniversary of its flagship Multi-Asset 70 fund, a significant milestone reached in late 2023. The fund has has navigated volatile market conditions to outperform the equity market by nearly double since its inception in 1993.
Elevating Business Potential with Cloud Computing
Posted 28 Feb 2024
Cloud computing has evolved into a fundamental aspect of IT infrastructure due to its cost-effectiveness, accessibility, and scalability.
Weighty Investments: Exploring the Booming Market of Obesity Medications
Posted 28 Feb 2024
The increasing global prevalence of obesity has created a booming market for weight loss drugs.
Inflation, Growth and Policy Support Positive Outlook for 2024
Posted 31 Jan 2024
The beginning of 2024 and developed equity markets are at or near their all-time highs.
Strong Demand for New Irish 10-Year Bond A Positive for Ireland
Posted 31 Jan 2024
On Thursday January 11th, the National Treasury Management Agency (NTMA) raised €3 billion through a syndicated sale of a new benchmark 10-year bond maturing in October 2034.
The Crucial Role of Alternative Lenders in Achieving Ireland's Housing Targets
Posted 31 Jan 2024
Ireland’s housing crisis has been a persistent challenge for the current government. In September 2021, the Government launched the Housing for All strategy as a direct response to Ireland’s failing housing system.
Cantor Fitzgerald Asset Management's Flagship Multi-Asset 70 Fund Marks its 30th Anniversary
Posted 26 Jan 2024
Cantor Fitzgerald Asset Management’s Flagship Multi-Asset 70 Fund Marks its 30th Anniversary.
From Boss To Beach Bum: How Retirement Planning Can Help You Trade The Swivel Chair For A Sun Lounger
Posted 06 Dec 2023
With many companies having aligned their company tax year with the financial year, their end-of-year as at 31st December is fast approaching.
The European Aviation Sector: Up, Up and Away
Posted 06 Dec 2023
The European aviation sector has seen a rapid increase in mergers and acquisitions (M&A), with the trend likely to continue as larger airlines consolidate and seek to increase their competitive edge.
Transforming Cargo and Tourism One E-Bike at a Time
Posted 06 Dec 2023
With more than 2,000 bikes in operation across multiple territories, Moby Bikes has built a foundation that is ready to expand its offering to more cities and countries.
Ryanair: Continues to Soar Post Pandemic
Posted 10 Nov 2023
Anybody who travelled to mainland Europe this summer could see that the post-pandemic tourism recovery is in full swing. John Blake takes a closer look at post pandemic recovery.
Outright Recession Looking Less Likely for World Economy
Posted 09 Nov 2023
Leading Economist Alan McQuaid takes a look at the world economy & its performance which, has performed better than what was anticipated.
A Pension is for Life, Not Just for the Pay and File Deadline
Posted 09 Nov 2023
Autumn brings with it change: leaves shedding, natures best crayons and the “Pay & File” deadline. Laura Reidy takes you through some options.
Like the Weather, Markets are Hard to Predict
Posted 09 Nov 2023
Much like the Irish weather, markets are hard to predict. Tom Reilly looks at the latest forecast from the US and Europe.
CRH sets sail for New York
Posted 28 Sep 2023
CRH plc, an Irish business which is the leading provider of building materials solutions, sets sail for New York.
Ahascragh Distillery EIIS
Posted 14 Sep 2023
Cantor Fitzgerald Ireland Corporate Finance Ltd (“Cantor”) is delighted to continue its long track record in supporting Irish small and medium sized enterprises (SME’s) through raising growth capital.
Gerard Casey Appointed as New CEO of Cantor Fitzgerald Ireland
Posted 30 Aug 2023
We are delighted to announce that Gerard Casey has been appointed as the new Chief Executive Officer of Cantor Fitzgerald Ireland, based in Dublin.
Paper Share Certificates: What Happens Now?
Posted 23 Aug 2023
Since the beginning of the 16th Century, paper share certificates have been at the forefront of investing. The Dutch East India Company (VOC), established in 1602 was the first company to issue shares to investors in this way.
ESG investing isn't anything new
Posted 23 Aug 2023
ESG investing isn’t anything new, but it has undergone some evolution. What started a few decades ago as a somewhat basic ethical assessment of business activity has matured into a more thorough integration of environmental, social and governance factors through quantitative and qualitative assessments.
Ten Euro Apricots
Posted 23 Aug 2023
It was my turn to do the dreaded weekly shop last week and three-quarters of the way around Tesco, I went to the home baking section and reached for the next item on the list: dried apricots.
Merrion Capital Investment Managers Announces Name Change
Posted 23 Aug 2023
We are pleased to announce that Merrion Capital Investment Managers Limited has undergone a name change to bring them under the Cantor Fitzgerald brand portfolio.
NewsWhip Media: Further Investment Paves the Way for Growth
Posted 31 Jul 2023
In a world where real time information is as valuable as ever, NewsWhip are focused on delivering this real-time insight to their customers, enabling them to be more prepared and reactive to relevant news events.
Wax Wings of Bidenomic Industrial Policy Could be as Good as it Gets for Equity Markets
Posted 31 Jul 2023
Just 12 months into the fastest interest-rate hiking cycle in history – and yet neither western stock markets nor economies are thus far showing the weakness that was expected.
Resurgence of U.S. Factories Sparks Construction Boom
Posted 31 Jul 2023
Demand for new factories in the U.S. is helping drive growth in construction spending that is cascading across industrial supply chains, says the Wall Street Journal.
How AI is driving the new industrial revolution
Posted 26 Jun 2023
AI’s potential for business is so great we may be on cusp of transformative change comparable to that brought by the industrial revolution.
Cairn Homes: Ireland's Largest Homebuilder
Posted 26 Jun 2023
Cairn Homes is Ireland’s leading homebuilder with a focus on the Greater Dublin Area and other major urban districts around Ireland.
Oil and Gas Giants are Plugged in for Switch to Green Power
Posted 22 Jun 2023
Amid the global energy crisis, many consumers and businesses were hit hard by soaring energy prices in 2022. But for the oil and gas industry, it was a year of record profits.
Surplus to Requirements
Posted 26 May 2023
The positive economic rebound that Ireland has enjoyed since the re-opening of the economy post Covid-19 has resulted in robust public finances. However, both the banking and sovereign crises experienced in 2008 and 2012, respectively, remain fresh in the minds of policymakers. Determined to avoid the sins of the past, plans to create a long-term public sector savings vehicle were outlined earlier this month.
Farra Marine: Oceans of Opportunity
Posted 26 May 2023
Faced with volatile energy prices, climate change and concerns about security of supply, renewable energy sources such as wind and solar power are without doubt the way forward in achieving ambitious targets set by governing bodies.
Alphabet – Dominating the Global Search Engine Space
Posted 26 May 2023
Alphabet, which launched in 2015, is the holding company for Google, the world’s dominant internet search engine. Alphabet is divided into two main divisions; Google Services and Google Cloud.
Economic Clouds Still on the Horizon Despite Positive Start to 2023
Posted 24 Apr 2023
Key data in the early part of 2023 point to a near-term improvement in growth prospects in the world’s largest economies.
Capital Acquisitions Tax: The Gift That Keeps On Giving
Posted 24 Apr 2023
Estate planning is best described as planning the transfer of assets to multiple generations in the most tax efficient way possible.
MIPIM 2023: The World’s Leading Real Estate Gathering
Posted 24 Apr 2023
When the real estate world descended on the Croisette in Cannes this March, the economic, political and financial challenges currently impacting global investment infused the espresso-filled conversations throughout the week.
ESG Criticism: The Good, the Bad, and the Ugly
Posted 09 Mar 2023
Environmental, Social and Governance (ESG) investing is growing at an unprecedented rate, with current demand for ESG products far exceeding supply. PwC expects ESG assets under management in the US alone to more than double, from $4.5 trillion in 2021 to $10.5 trillion in 2026, with the Inflation Reduction Act (IRA) channeling $390 billion into the fight against climate change.
Making A Play In Video Games Can Bring In A High Score
Posted 09 Mar 2023
The video games industry has had an incredible run, benefitting greatly from the pandemic, with the Global gaming market worth at least $180b!
Dividend Compounding Can Protect Against Inflation
Posted 09 Mar 2023
Investment markets have become very short-term. While there was much angst around the January US CPI inflation number which came in more or less a consensus at 6.4%, there was less reference to the fact it was still a high inflation rate and that investors’ assets are under pressure in terms of maintaining purchasing power.
This Year Unlikely To Be Just A Simple Reverse Of 2022
Posted 13 Feb 2023
Notwithstanding the Russia/Ukraine conflict, last year was one that saw the persistence of high inflation dominate almost all other stories, resulting in a very aggressive monetary policy response by global Central Banks.
The Future Is Bright, The Future Is PRSA
Posted 13 Feb 2023
Personal Retirement Savings Accounts (PRSAs), traditionally viewed as restrictive, are now at the forefront of retirement planning in Ireland thanks to the Finance Act 2022. The Act was enacted on 15th December 2022, effective 1st January 2023, removed the Benefit in Kind (BIK) charge on employer contributions to a PRSA.
The Power Of Dividends Against Inflation
Posted 13 Feb 2023
A new normal awaits us as we head into 2023. Inflation is expected to be higher than it had been in the decade before COVID-19, as major pandemic-related changes have been established. As a result, the era of “free money” is over and international tensions are at an all-time high. In light of this, it is critical to be flexible and proactive in making investment decisions.
The Power of Dividends Against Inflation
Posted 13 Feb 2023
A new normal awaits us as we head into 2023. Inflation is expected to be higher than it had been in the decade before COVID-19, as major pandemic-related changes have been established. As a result, the era of “free money” is over and international tensions are at an all-time high. In light of this, it is critical to be flexible and proactive in making investment decisions.
2023 Market Outlook
Posted 23 Jan 2023
2022 was one of the occasional years where financial market news becomes front page news, with rising interest rates, rampant inflation, the strength of the US$, collapsing crypto-currencies and the sell-off in the technology sector all reaching the wider consciousness.
€54.3m of Capital Returned To Investors in 2022
Posted 23 Jan 2023
Despite the inflationary pressures of 2022, it was a successful year for the Cantor Fitzgerald Ireland Corporate Finance team deploying over €45m in new capital across a range of projects in the renewable energy, social housing and technology sectors while also delivering successful exits with a return of capital to investors totalling €54.3m.
What the 20-Year Green Bond Means for Ireland
Posted 23 Jan 2023
In January the National Treasury Management Agency (NTMA) raised €3.5 billion through the syndicated sale of a new 20-year Irish Sovereign Green Bond (ISGB) maturing in October 2043. Cantor Fitzgerald Ireland was delighted to be joint lead manager along with BNP Paribas, BofA Securities, Danske Bank, Deutsche Bank and Nomura.
Paschal Donohoe on What’s Next for Ireland
Posted 08 Dec 2022
It says something about Paschal Donohoe that he’s likely to be reelected as President of the Eurogroup because times are dangerous and uncertain. This was part of his pitch. He’s viewed by his fellow finance ministers as a safe pair of hands. He stands unopposed for the position and is likely to be ratified this coming Monday. It will be his second term.
Is Luxury Still Worth it?
Posted 08 Dec 2022
Whilst downgrades to economic forecasts abound, with the IMF being amongst the latest to cut their forecast for global growth next year to 2.7% from the 2.9% seen in July and the 3.8% expected back in January, one area of the global economy is proving remarkably resilient to date, namely luxury goods.
Meeting Ireland’s Climate Targets
Posted 03 Nov 2022
Carolina Angarita looks at Ireland's Climate Action Plan and how each sector has been given targets to help reduce carbon emissions by 2030.
Issues facing the global economy
Posted 03 Nov 2022
Just when we thought the Global Economy was recovering from the pandemic, the cost-of-living crisis and increase in interest rates threatens a recession.
Opportunities and Outlooks
Posted 03 Nov 2022
This year's Autumn Investor Evening was hosted by former politician Ivan Yates to discuss, with our panel, the issues Ireland and the global economy faces.
Real Estate: Choppy Waters in 2022
Posted 18 Oct 2022
Real Estate 2022: Its fair to say that the last 2 quarters have been nothing like sailing on the serenity of a Swiss lake.
University Challenges
Posted 12 Oct 2022
With students up and down the country preparing to head off to third level, it's a timely reminder that education in Ireland is far from free
Global Equity Income Fund Celebrates 20 years
Posted 12 Oct 2022
Global Equity Income Fund celebrates 20 years. Pramit Ghose takes a walk down memory land, as this fund started back in October 2002.
Cantor Fitzgerald Announces SFDR Article 9 for Green Effects Fund
Posted 19 Sep 2022
Cantor Fitzgerald is delighted to announce that the Green Effects Fund now falls under Article 9 of the Sustainable Finance Disclosure Reg.
Made in Taiwan
Posted 01 Sep 2022
Taiwan Semiconductor Company Limited, is by value the world's largest semiconductor company with a revenue of $85.13bn in 2020.
Who is Nancy Pelosi?
Posted 01 Sep 2022
Speaker of the U.S. House of Representatives, Nancy Pelosi has courted controversy recently for visiting Taiwan.
Smurfit Kappa – The future looks bright
Posted 01 Sep 2022
Beginning as a Dublin box-maker in 1934, Smurfit Kappa Group plc is now Europe’s leading corrugated packaging company.
Strong Growth in Tax Revenues
Posted 08 Aug 2022
Strong growth in tax revenue as Department of Finance estimates struggle to keep up with the strength of the domestic economy,
The Three R's: Russia, Rates and Recession
Posted 02 Aug 2022
Alan McQuaid takes us through the three Rs (Russia, Rates and Recession) and how they are dominating the economic discourse at the moment.
The Booming Green Bond Market
Posted 02 Aug 2022
Central banks and supervisory authorities now consider climate-related risks as part of their mandate for ensuring financial stability.
ASML: Growth without a Spotlight
Posted 02 Aug 2022
James Buckley takes a look as ASML phenomenal growth story, which is highlighted by looking at its recent three-year operating performance.
Cantor Fitzgerald Investors Achieve Another Irish Whiskey Exit
Posted 26 Jul 2022
Backing a train of successful Irish whiskey start-up businesses continues with Cantor Fitzgerald recently exiting from Lough Gill Distillery.
When Money Doesn’t Grow on Trees
Posted 11 Jul 2022
What if you owned a money tree, and day in and day out it sprouted money - how would you nurture and protect it?
The Irish Housing System: Halfway There – Living On A Prayer?
Posted 11 Jul 2022
Believe it or not, we're one quarter of the way through the 2020s. With that in mind, it makes sense to look at the Irish housing system.
Disney: The Happiest Place on Earth?
Posted 11 Jul 2022
Walt Disney is one of the most recognised global brands in the entertainment industry, its more than just films and global theme parks.
Goldilocks and the 3000 Bears
Posted 10 Jun 2022
3000:1 feels the right ratio for bears vs bulls. 3000 is also the level on the S&P 500 that most negative commentators seem to be predicting.
The Economics of Desire
Posted 10 Jun 2022
‘The desire to own something special is timeless’ commented Mercedes Benz CEO, Ola Kaellenius at a recent Mercedes Benz investors conference.
Barriers for Musk, Twitter & Netflix
Posted 10 Jun 2022
Economics 101 tells us that barriers to entry are desirable for any business, however in the digital economy the lack of barriers is key.
The Pension Auto-Enrolment System
Posted 11 May 2022
Ireland is the only OECD country that does not yet operate auto-enrolment or a similar system to promote pension savings.
Dividend Resilience in Tough Markets
Posted 11 May 2022
Invest in a diversified portfolio of financially strong, cashflow-strong companies that pay an attractive and growing dividend.
Alphabet - More than just ABC
Posted 11 May 2022
Alphabet was launched in 2015 as the holding company for Google, the world’s dominant internet search engine.
Real Estate – Sourcing Best In Class Investment Opportunities
Posted 12 Apr 2022
The Irish economy is estimated to have grown by 13.5% during 2021 despite the pandemic and its associated restrictions.
Yield Curve Inversion - Why The Fuss?
Posted 08 Apr 2022
An inverted yield curve is a sign that investors are more pessimistic about the long term than the short term, and often demands attention.
Understanding Net Zero Transition Pathways
Posted 08 Apr 2022
Following the Paris Agreement to limit global warming, governments around the world are committed to achieving net zero emissions reductions.
Turmoil in Current Markets
Posted 10 Mar 2022
The Russian invasion of Ukraine which began in the early hours of 24th February has unsurprisingly caused turmoil in the markets.
HealthBeacon: Going from Strength to Strength
Posted 10 Mar 2022
HealthBeacon is an Irish digital therapeutics company that develops products for managing injectable medications for people in the home.
10-Year Bond Issues Into Positive Irish Sentiment
Posted 10 Mar 2022
In January the National Treasury Management Agency (NTMA) raised €3.5 billion through the syndicated sale of a new 10-year benchmark Treasury Bond maturing in October 2032.
The View on Global Equity Markets
Posted 28 Feb 2022
Cantor Fitzgerald's view on the current Global Equity Markets including comments on the effect of Russia-Ukraine conflict.
A Shift to Value
Posted 04 Feb 2022
As we enter February 2022, perhaps the the Search for Value in equity markets is becoming a ‘Shift to Value’.
Masters of the Metaverse
Posted 04 Feb 2022
Those of you who follow the latest tech buzz words will have come across the “Metaverse” last Autumn.
Nike: Maintaining Victory
Posted 04 Feb 2022
Nike takes its name from the Greek goddess of victory and it’s easy to see how important “victory” is to their ethos and company position.
Global Economic Outlook – A Year of Consolidation Ahead
Posted 14 Jan 2022
2022 is likely to be a year of solid economic growth, but down on 2021 as stimulus on both the fiscal and monetary fronts are pulled back.
Making your Pension a Priority
Posted 14 Jan 2022
Here at Cantor Fitzgerald, we say ditch the diet/detox in January and put your pension at the top of your new year’s resolutions.
Our Very Best Stock Ideas
Posted 14 Jan 2022
In December we held a webinar to look back at 2021 markets, our expectations for the year ahead, and to introduce our Analyst Conviction List
2021 Year in Review
Posted 09 Dec 2021
2021 ends just like it began, with headlines dominated by Covid. As for the markets, they look set to go up again, some more than others.
Farra Marine- A Chat with the CEO
Posted 09 Dec 2021
With much excitement on Farra Orla's arrival to our shores, we chat to Farra Marine CEO, to learn more about the company & opportunities ahead
Allianz: A global financial services player
Posted 09 Dec 2021
Allianz is widely regarded as one of the highest quality and most stable names in the European Financials sector.
Assessing the Impact of Investments
Posted 09 Nov 2021
Investments are continually sourced on the dual purpose of meeting client investment objectives & providing a positive impact on the world.
Irish Economy on the Rise
Posted 09 Nov 2021
Despite the ongoing uncertainty caused by the Covid-19 pandemic across the globe, the Irish economy continues to recover strongly.
EIIS: Helping Irish Firms to Grow
Posted 09 Nov 2021
The recent budget provided some positive news in relation to the Employment Investment and Incentive Scheme (EIIS).
October - Is it Trick or Treat?
Posted 11 Oct 2021
October brings leaves shedding from trees, fewer hours of daylight & Budget Day! Pensions are on the agenda & looks to receive a nice treat!
Leave Your Money in Cash…and Likely Lose Some 12% Over The Next Three Years
Posted 11 Oct 2021
Good headline grabber, isn’t it? No it’s not a mistake. If you leave your money in cash deposits you could lose up to 12% spending power.
Tackling The Low Interest Environment
Posted 11 Oct 2021
Amidst the current climate of negative interest rates, bank charges & growing inflation fears, there is a range of low-risk options available.
Volatility ‘Creep’ in Funds
Posted 08 Sep 2021
Risk doesn’t matter…until it does.’
This is one of my own quotes. What I mean is that as long as an investment/fund is performing well, investors generally don’t look at the risks/volatility being taken.
Back to Business for Equity Markets
Posted 08 Sep 2021
It’s back to school time for most but back to business for equity markets as they continue their historic bull run of the last 18 months.
New Haven Housing Fund
Posted 21 Nov 2023
A globally diversified fund of high-quality equities with the added benefit of contributing positively towards the Paris Agreement of limiting the global temperature rise to 2oC.