Investors nurse a January hangover
Investment markets hit a speed bump in January with equity markets in particular struggling.World stock markets lost around 2% in euro terms over the month although a weaker euro helped mitigate investor losses.
2014 - A transition year for investors
2013 was a superb year for many investors with several asset classes generating strong gains, as the world economy overcame some early setbacks. The year ahead looks like being somewhat of a transition year as we move further away from the crisis conditions and towards a more ‘normal’ economic backdrop.
Unemployment rate down to 12.8%
In this month’s edition of ‘The Investor’ we highlighted that the outlook for the Irish economy has improved over the summer months. This picture has been further reinforced by this morning’s release of the Quarterly National Household Survey (QNHS) for the third quarter of 2013. The main points of note in the survey are as follows...
Q3: Two steps forward, one step back
Two steps forward, one step back so far in Q3 In the July edition of The Investor, we pointed out that the speed with which the US Federal Reserve pulled back from Quantitative Easing would in all likelihood preoccupy investors most in the second half of 2013. This scenario has played out largely as we expected thus far with strong July gains offset by weakness in August. In addition, concerns about the possibility of military action against the Assad regime in Syria also gave investors another ‘easy’ reason to sell in the month.
Demographics - the greying future
Introduction We previously highlighted how declining birth rates combined with increases in life expectancy were leading to population aging in the developed economies. In this update we focus on how the ageing population in both the developed and the developing economies, the continuing rise in global obesity and the increase in female executives in the labour force will impact investors.