In this week’s Market Pulse, Senior Research Analyst Jude O’Reilly talks through market movements last week, the latest macro data releases and why we expect this phase of the economic cycle to better suit emerging markets.

In this week’s Market Pulse, Senior Research Analyst Frank Murray discusses the highlights from last week’s Fed meeting and expectations that equity markets will continue to trend higher.

In this week’s Market Pulse, Research Analyst Niamh O’Leary discusses the ongoing fixed income market developments and how we have used the turbulence to alter our mix.

Research Analyst Niamh O’Leary spoke to Chief Investment Officer Bernard Swords who discusses US fixed income markets feeling the pressure with rising bond yields, with a look at an increase in employment in sectors effected most by COVID 19.

Chief Investment Officer Bernard Swords discusses the rise in bond yields, with focus on the Fed and Central Banks not changing policy. Bernard also shares the outlook for client portfolios, focusing on the fixed income market.

In this week’s Pulse, Chief Investment Officer Bernard Swords discusses the pause in equity markets as bond yields grind higher. The larger than expected fiscal stimulus in the US has added to the pressure which is likely to continue in the short-term.

As market sentiment continues to improve, Research Analyst Niamh O’Leary highlights progress on the next round of stimulus in the US, improving data on Covid 19 infections and strong earnings.

As market sentiment improves, CIO Bernard Swords discusses the strong fundamentals underpinning market gains last week as well as summing up Q4 2020 earnings season.

Following a volatile week last week culminating in a sell off of all sectors on Friday, Chief Investment Officer Bernard Swords explains why he regards the current weakness as a phase of consolidation and that opportunities are broadening. He reiterates his view that the longer-term case is intact as policy support continues and earnings seasons is going well.

Chief Investment Officer Bernard Swords discusses the near-term impact of COVID concerns on market sentiment while also highlighting how economic forecasts continue to move up and in the absence of any significant movement in inflation forecasts.