Archive for Messages

Market Outlook 2017

Messages on February 15th, 2017 No Comments

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 […]

Market Outlook 2016

Messages on February 9th, 2016 No Comments

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 […]

What the Fund Managers are Saying

Messages on October 16th, 2015 No Comments

  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.

Important Changes ARF AMRF

Messages on February 13th, 2015 No Comments

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 […]

Market Outlook 2015

Messages on February 13th, 2015 No Comments

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 Summary 2015

Messages on October 14th, 2014 No Comments

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 […]

Dual Income Tax Briefing – A Reminder

Messages on October 14th, 2014 No Comments

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 […]

Investment Outlook -Whats on the Horizon for 2014?

Messages on November 22nd, 2013 No Comments

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.

What the Fund Managers Say

Messages on July 26th, 2013 No Comments

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?

Messages on July 26th, 2013 No Comments

  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 […]