Investment Outlook -Whats on the Horizon for 2014?
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 view on the markets.
Archive for 2013
What the Fund Managers Say
In this section we look at the House View of one of the Global Fund Managers operating in Ireland Government bonds US Treasuries NEUTRAL The slow withdrawal of QE into 2014 allows bond yields to rise, although muted inflation pressures and housing market risks will limit the sell-off. European Bonds NEUTRAL While ongoing fiscal and […]
Managed Funds – Does one size fit all?
For the average Irish balanced managed and consensus fund investor the year 2008 was a pretty horrendous. According to the Mercer Managed Fund survey, the average Balanced Managed Fund delivered performance for that year of -34.6% and the average Consensus Managed Fund delivered a very similar and also painful -35%. Managed funds – A […]