CIO Bernard Swords discusses weak near-term developments but argues that the policy backdrop improves the outlook further and continues to support our investment view.

Chief Investment Officer Bernard Swords discusses how last week’s surprise Senate victories for Democrats caught the markets by surprise and have driven a strong, value-led rally. Economic data reflects current challenges around the pandemic, but monetary and fiscal stimulus remain the key drivers of the swing to recovery and a positive equity market outlook.

Chief Investment Officer Bernard Swords discusses the solid finish to 2020 with a Brexit trade agreement and a fiscal stimulus deal in the US, supporting our optimistic outlook for growth and markets in the year ahead. While COVID will remain a source of volatility, these milestones give the markets the means to look through what is likely to a be a choppy start for the global economy in 2021 with lockdowns being broader and probably longer lasting than was thought several weeks ago.

Chief Investment Officer Bernard Swords highlights the key takeaways from the recently published Goodbody 2021-2025 investment outlook.

Chief Investment Officer Bernard Swords discusses the record flows into equities this past month despite some weaker than expected data points last week. Momentum behind another fiscal package and encouraging vaccine news underpin a favourable outlook for 2021. He notes our long-term outlook webinar will be held on Thursday, December 10th, at 09:30am.

Senior Analyst Jude O’Reilly talks about how the stabilisation of COVID cases across Europe and vaccine hopes continue to support a backdrop of growth and earnings upgrades into 2021. He also details some of the investment decisions the team are making in this market environment.

Chief Investment Officer Bernard Swords explains to Research Analyst Niamh O'Leary that the Pfizer vaccine news was very good last week and there could be more to come short-term as other providers gives updates this week. Bernard highlights that a combination of the US election outcome and the higher probability of a viable vaccine distribution from early 2021 gives an upward bias to economic growth forecasts and thus to earnings forecasts.

Following a US election result, Chief Investment Officer Bernard Swords discusses the implications of the outcome on markets as well as the changes Goodbody is making to model portfolios on the back of more certainty around the US political environment and the potential for agreement now on a fiscal stimulus.

Chief Investment Officer Bernard Swords explains how the market drop last week was caused by US election uncertainty, the acceleration of COVID globally and the delay on a fiscal stimulus package in the US. As all attention now turns to the US election outcome this week, he highlighted the encouraging Q3 earnings trends in the US and Europe as well as positive economic data from China.

Chief Investment Officer Bernard Swords outlines how the markets were flat last week with positive economic data emerging from the US and China against a backdrop of stalled Brexit negotiations and a delayed US fiscal stimulus deal.