Investing

Your Investments
US Federal Estate Tax: what you need to know

Aodhan Deane, Tax Specialist, Goodbody Wealth Management

As many Irish investors typically have large exposures to US shares in their investment or pension accounts, we are frequently asked: what is the potential exposure to US Federal Estate Tax (FET) on US investments in these accounts on death?

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Your Investments
Setting financial goals for 2024

Owen Redmond

A new year is an opportunity to refocus on your future financial goals. Here we examine four common financial goals.

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Your Career
Meet the Team - Senior Director, David McCann and Head of Financial Planning and Pension Technical, Owen Redmond

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

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Your Investments
Top Down: still cautious

Sebastian Orsi, CFA

We maintained our cautious stance – and recently moved to buy some longer-term bonds, adding some duration to bond portfolios.

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Your Investments
Financial planning for Gen Y: why advice matters

Goodbody is dedicated to designing financial plans to build and protect the wealth of its clients through every milestone in their financial journey.

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Your Investments
Market outlook, Q4 2023: what to watch for through year-end

Elizabeth Geoghegan, Head of Fixed Income Strategy, and Bernard Swords, Chief Investment Officer

From equities to fixed income, here we present our outlook through year-end.

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Your Investments
Top Down: Much ado about nothing?

Bernard Swords

During the summer, the idea of a ‘soft landing’ for the US economy gained traction to help equity markets but high interest rates were determined to stick around.

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Your Career
Meet the Team - Head of Tax, Catriona Coady and Head of Investment Strategy, Joe Prendergast

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

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Your Investments
Your options when putting excess cash to work

Elizabeth Geoghegan

Excess cash in a time of high inflation is both a blessing and a curse. While it’s essential to have money in the bank for ongoing spending and emergencies, cash that is sitting in your account might be quickly losing value.

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Your Career
Meet the Team - Senior Wealth Executives, Ronan Sherlock and Grace Webster

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: A Soft Landing in the US Still Possible

Bernard Swords

Since the end of June, Markets have been relatively flat with equities are up 0.4% in euro terms and fixed income markets down 0.1%.

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Your Investments
Top Down: Signs of Slowing Growth

Bernard Swords

Although still positive, overseas demand in China is subdued. This could be the impact of continued stronger demand for services rather than goods but could also be an indication of a weakening global background.

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Your Investments
Top Down: Cautious stance still warranted despite calm markets

Sebastian Orsi, CFA

It’s only a few weeks since our last Top Down (26 April), so the broad themes running through markets are unchanged: the outlook for a ‘soft landing’ in the US, slowing but still high inflation, and earnings resilience.

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