top-down-investment-goodbody-wide-feb22

Top Down: What to expect after the failure of Silicon Valley Bank

15 March 2023

Every month, our Asset Allocation Committee meets to discuss and debate our market outlook. How has our asset allocation changed month-on-month? Here Bernard Swords, Chief Investment Officer, presents our views.


While US authorities have moved quickly to contain the fallout of Silicon Valley Bank’s failure, there is likely to be more monetary tightening.

In the euro area, inflation deceleration has been slow and led to a significant increase in interest rate expectations.

Meanwhile, there has been a significant change in market mood, particularly for fixed income and equity markets. This month’s Top Down explores what it all means for investors.

 

To explore our views, read our latest edition of  Top Down.

CLICK HERE TO READ TOP DOWN 


Previous editions of Top Down

Explore some of our previous editions of Top Down to see how our asset allocation views have changed this year.  


This is a marketing communication.

Tags
Related Articles
Your Investments
Wealth Matters, Q1 2023: What to do in a sticky situation?

Joe Prendergast

In this issue of Wealth Matters, take a close look at the changes introduced in the Finance Act 2022, why in some ways inflation should be welcomed and the likely course of inflation in the coming months and years.

Read More
pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Down in the (Silicon) Valley

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Read More
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?

Read More
Contact Us
Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.