Investor News Quarter 1 2019 - Watch your Behaviour

Beware! An investors enemy is likely to be himself........

Investor News Quarter 3 2018 - Return of Volatility

In previous communications I have flagged that I believe that volatility will return to the market, and that the relative serenity of recent equity markets will give way to choppier waters. This has broadly come to pass in 2018.

Budget 2019

Budget 2019 was announced and although there was not much wildly exciting or unexpected, I thought it may be useful to outline the main changes that could affect / be of interest to you.

Investor News Quarter 1 2018 - Recent Stock Market Volatility

Given the recent volatility in stock markets I thought it timely to write to you about a number of things fundamental to investing.

Investor News Quarter 4 2017 - 2017; The Year that Was, 2018; What Lies Ahead..

2017 looks as though it will have been another good one for equity (shares) investors. Equity markets have delivered positive returns, supported by stronger economic fundamentals. Corporate profits has seemingly trumped politics as far as investor sentiment was concerned. Recently even the political scene is showing some glimmer of improvement. Theresa May’s Brexit breakthrough heralds the next difficult phase of negotiation, but at least it is progress.

Budget 2018

Budget 2018 was announced and although there was not much wildly exciting or unexpected, I thought it may be useful to outline the main changes that could affect / be of interest to you.

Investor News Quarter 2 2017; Future Outlook; A Return of Capital rather than a Return on Capital?

Stock markets, in general, have continued their upward trajectory. Share prices, benefiting from the extraordinary monetary policy that Central Banks have implemented via Quantitative Easing, have now been on a bull run since March 2009, the second longest in history. There has been relatively little volatility in markets. Furthermore bond markets have been in a bull market for the last 3 decades, benefitting from falling interest rates, which are now effectively 0%. Cash is still yielding nothing. So where to from here? I think we are at the start of a new stage in the economic cycle, one in which there is more risk to the downside than of upside potential, and I would suggest that investment portfolios at this point in time should therefore be defensively tilted.

Investor News Quarter 1 2017 - 2016: An Instructive Year from Investors

The past twelve months have been instructive in teaching investors about the volatility that should be expected when investing in equities (company shares). In early 2016, some investment markets had dropped by over 10% in a matter of days and the harbingers of doom were predicting a stock market meltdown. As we look back on actual stock market performance of 2016, we see that the FTSE World (Total Return) returned +11.9% in Euro terms and the S&P 500 returned 12.9% for the full calendar year. This would imply that those who sold their holdings as a result of the early falls, may well have ended up in a position where they crystallised a 10% loss and missed out on a 12.9% gain, a swing of 22.9%.

Don't Forget to Use Your Voucher - €500 tax free

Given the existing high tax environment with some employees facing a marginal tax rate up to 52%, it is important that whenever possible advantage is taken of tax free remuneration.....

President Trump - What Next for Markets?

Once again the pollsters and media have been proved wrong in 2016, which is turning out to be a year of geo-political surprises. Not only does Trump control the White House, but Republicans also control the Senate and Congress, making it easier for him to pass legislation.

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  • Gavin Gilmore trading as Gilmore Insurance & Financial Services is regulated by the Central Bank of Ireland.
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