In this week’s Market Pulse, Chief Investment Officer Bernard Swords discusses the improvement in market sentiment last week including growth data and the implications of the latest potential fiscal stimulus in the US.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords discusses the market reaction to last week’s Fed meeting, the speeding up of the rate cycle and what it all means for portfolios.

In this week’s Market Pulse, Investment Analyst Niamh O’Leary revisits the topic of inflation as the US Federal Reserve begins its monthly meeting this week. She also discusses the Investment Team’s recent Asset Allocation meeting key talking points.

In this week’s Market Pulse, Senior Research Analyst Jude O’Reilly discusses the looming peak in growth and earnings momentum, after the dramatic surge from last spring’s trough. He outlines that we retain a clearly positive equity bias, driven by underlying economic and earnings recovery, but the likely loss of momentum in the data guides the gradual move from early- to mid-cycle exposure within our equity allocation.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords revisits the topic of inflation and summarises the views from his monthly Top Down memo (issued last week) as the economic cycle moves from recovery to expansionary mode.

In this week’s Market Pulse, Chief investment Officer Bernard Swords focuses on the surprise US CPI figure last week and its impact on inflation expectations and investment strategy.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords reflects on the market reaction to disappointing non-farm Payrolls data and the implications for equity and bond markets in the months ahead.

Chief Investment Officer Bernard Swords talks us through strong Q1 economic data that is feeding into the earnings season with US earnings coming in more than 20% better than expected. Bernard also outlines the newsflow from the US on tax funding and tapering by Bank of Canada as it announces the scaling down of their bond purchases.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords reflects on positive economic data fuelling market activity as Q1 reporting season kicks off to a strong start.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords reflects on the key themes that dominated investment markets in the first quarter of the year and what he expects in the second quarter.