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. January 2017 The following portfolio is based upon a global investor with access to all the major asset classes. Government bonds US Treasuries While market stress […]
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. January 2016 Government bonds US Treasuries Continued economic growth, especially tighter labour markets and rising wages, should enable the Federal Reserve to raise interest rates further […]
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.
There were a number of pension related changes, some of which were not previously flagged in Budget 2015 and these are detailed in Section 17 of the Finance Bill 2014. The following changes take effect from January 2015: ARF and AMRF Drawdown – Changes to Imputed Distribution Regime The Background From 2012, ARFs and Vested-PRSA-ARFs […]
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. Market Outlook There is a ring of familiarity to many of our 2015 forecasts. As with last year, we expect global growth to keep ticking along, […]
Budget 2015 – a summary Corporation Tax Reform The Minister has confirmed that the 12.5% Corporation Tax rate will not change. Pensions Levy The Minister went on to confirm that the 0.6% p.a. Pension Levy introduced to fund the Jobs Initiative in 2011 will be abolished from the 31st of December 2014. He went on […]
Tax Briefing 74: Crunch Time Do not contribute to the wrong pension arrangement. In September 2009, The Revenue Commissioners issued Tax Briefing Note 74: Tax Relief for Pension Contributions: Application of Earnings Limit. This briefing detailed how the earnings limit for pension contributions operates where an individual has two sources of income i.e. income from […]
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.
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 […]
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 […]
Pension Levy Imposition of an annual 0.6% levy on nearly all pension benefit structures Will be in place until 2014 and is based on the value of scheme assets at the 30th June Look at ways of offsetting the cost of the levy – i.e. lower cost structures Can you access lower cost structures through […]
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 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 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.
The Revenue recently confirmed the following change in Revenue practice “Re previous emails in relation to the application of the new ARF/AMRF rules introduced by Finance Act 2011 with effect from 6 February 2011, having considered the matter further in conjunction with Income & Capital Taxes Division, Revenue will now interpret the provision as meaning […]
