In this week’s Market Pulse, Senior Research Analyst Jude O’Reilly discusses market reaction to last week’s US Federal Reserve meeting which saw Chairman Powell signal that tapering of bond purchases is likely to be announced around November.

In this week’s Market Pulse, Senior Research Analyst Sebastian Orsi focuses on potential policy changes as the US Federal Reserve meets this week. The Fed will provide an updated economic outlook and may announce when it will begin tapering its pandemic emergency asset purchase programme, giving the market advance notice and possibly driving some near-term market volatility.

In this week’s Market Pulse, Senior Research Analyst Dermott Aspell focusses on highlights and key takeaways from last week’s Goodbody Asset Allocation Committee meeting, including the decision to increase exposure to US short duration as an attractive risk return profile relative to cash.

In this week’s Market Pulse, Senior Research Analyst Brian Flavin explains the background to the latest economic datapoints that reflect a weaker growth narrative and how the Investment Team remains positive about continuing growth.

In this week’s Market Pulse, Research Analyst Frank Murray discusses the growth concerns emanating from policy changes in China and whether this market weakness might present a buying opportunity.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords discusses tremors in equity markets caused by below forecast consumption figures and Delta variant concerns. Bernard reiterated the Investment Team’s view that we are transitioning from the recovery phase of the cycle into the expansion phase (growth rate still above trend but decelerating) which supports changes we are making to portfolios.

In today’s Market Pulse, Bernard Swords reflects on why concerns with the peak of growth have proven short-lived, as retail flow and strong earnings have quickly supported equity markets. Bernard addresses why he believes the peaking of growth is not a problem for further equity gains, which can also be justified by the earnings and guidance momentum we are seeing through this current earnings season.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords reflects on why concerns over the growth outlook are capturing more attention than the inflation outlook as well as the early themes that are emerging from Q2 earnings season.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords discusses the market sentiment shift from inflation worries to economic slowdown fears that have dominated market headlines in recent days.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords reviews a strong Q2 for equity markets which saw a rotation in sector leadership and provides an update on our outlook for asset markets for the second half of 2021.