Archive for July, 2012

Portfolio construction and investment returns

Messages on July 27th, 2012 No Comments

Investment returns – where have they come from? Research has shown that about 90% of the return from a typical Pension or Investment Fund is determined by the asset mix – ie the proportions held in equities, property, bonds and cash. This makes sense if we think of property for example. If the market is […]

What’s on the horizon for Bonds

Messages on July 23rd, 2012 No Comments

What the fund managers say In this section we look at the House view of one of the leading Fund Managers operating in Ireland and importantly, what’s on the horizon for Government and Corporate Bonds

What’s on the horizon for Currencies, Commodities and Cash

Messages on July 20th, 2012 No Comments

What the fund managers say. In this section we look at the House view of one of the leading Fund Managers operating in Ireland and importantly, what’s their current position and view on global currency and commodities markets.