Category Archives: Financial Markets

My American adventure: making an impact in Xela

Hola mis amigos It is Wednesday evening here in Xela, Guatemala. I am writing from my apartment, with my panoramic backdrop of the city surrounded by the mountains, the various shades of blue as the mountains and sky meet before … Continue reading

Posted in Business Strategy, Decision Making, Emerging Markets, Financial Markets, Guatemala, Human Capital, Impact Investing, Philosophy, Risk, Travel, Uncategorized | Comments Off on My American adventure: making an impact in Xela

Reflecting on the role of an adviser

The role of an adviser is not simply to provide answers; it is about helping clients ask the right questions. This has always been my core philosophy for how I approach my advisory relationships.  I have been working in an advisory role … Continue reading

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World Bank forecasts higher global economic growth

The World Bank has embraced the early year optimism on the outlook for the global economy. In their latest quarterly economic report, the World Bank forecasts a moderate acceleration in global economic growth, up from an estimated post-crisis low of … Continue reading

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Trump rally defies market consensus

Market Recap There is no doubt that last week will be a week to remember for the world, the election of Donald Trump as President. For all the fear around such a result in the lead up to voting day, … Continue reading

Posted in Decision Making, Economy, Financial Markets, US Election 2016 | Comments Off on Trump rally defies market consensus

US Presidential Election: The Nuclear Option

Donald Trump bad. Hilary Clinton good. That is the general narrative on most discussions around the impact of the 2016 US Presidential election on the global economy, the US economy and the Irish economy. The Economist Magazine has become the … Continue reading

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Einstein, Mourinho & Active Management

Albert Einstein said the eighth wonder of the world was compounding but it seems Jose Mourinho must have taken to reading Einstein’s work during his time off after his Chelsea sacking. The Manchester United manager continues to sarcastically refer to … Continue reading

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Economic Growth and Asset Prices…..

The OECD released their latest Interim Economic Outlook, warning that “the global economy is projected to grow at a slower pace this year than in 2015, with only a modest uptick expected in 2017”. This is another case of groundhog … Continue reading

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Retirement planning; the future is not that far away

In the film “Back to the Future”, Marty McFly transported from 1985 to the year 2015 in the Doc’s DeLorean time machine. The fact that they had flying cars in the future shows how far away 2015 seemed to those … Continue reading

Posted in Books & Articles, Decision Making, Financial Markets, Forecasting, Retirement Planning, Risk, Thoughts | Comments Off on Retirement planning; the future is not that far away

Key points from Janet Yellen’s speech

In April I wrote a blog “Central banks and the certain uncertainty paradox”, reminding everyone that these institutions are no more certain than anyone else about how economic conditions will unfold. Still, market participants continue to hang on every word … Continue reading

Posted in Bond Markets, Decision Making, Economy, European Central Bank, Financial Markets, Forecasting, Monetary Policy, Thoughts, US Federal Reserve | Comments Off on Key points from Janet Yellen’s speech

Gold, scarcity and supernovas

“There is something a bit odd about the value we attach to gold. Throughout history people have gone to extraordinary lengths to get their hands on this most precious substance which is strange because it is isn’t particularly useful for … Continue reading

Posted in Bond Markets, Commodities, Crisis, Financial Markets, Inflation, Monetary Policy, Risk, Thoughts | Comments Off on Gold, scarcity and supernovas