The Irish people (it is said) are obsessed with property – perhaps as a post-colonial, post-famine signifier of wealth and status. However those who stuck their hard-earned Trevelyan corn into managed and diversified property funds run by Irish LifeCo’s over the last decade and more – may not have exactly lost their knickers – but… Read More
Irish managed Equities-focused Investment / Pension Funds Performance
When looking for a ‘Steady Eddie’ approach to long term savings or investing for retirement, most folks chose a mixed asset fund* which contains a mix of equities (i.e. stocks or shares) and bonds (i.e. government/corporate) and traditionally this conservative strategy often followed the 60:40 rule* in terms of allocation to stocks and bonds respectively…. Read More
Investing in tech-focused Irish Pension Funds – Performance Analysis
Should you pivot your Irish oriented investment pot – (e.g. maybe even a bit) – into getting at least some exposure to the new wave of AI / Bitcoin innovation? Most people choose a generic mixed asset fund with a mid-range ESMA rating (which is often prudent – especially for a pension) Many however do… Read More
10 WAYS TO GET THE BEST RETURN ON SAVINGS IN 2023
This guide has been written for people who have a sum of money to invest. The Irish savings market is gradually emerging from a turbulent few years. Fears over the euro’s future, the strength of banks and the sovereign guarantees attached to them have driven savers to take moves to protect money on deposit. Much… Read More
Zurich pension funds show good returns over 25 years
25 years ago feels like another era, the time of the collapse of communism and the fall of the Berlin Wall. Pension clients of a certain vintage may find it hard to believe that was back in November 1989, that Zurich Life (formerly known as Eagle Star Life & Pensions) launched the Balanced, Performance and Dynamic Managed Funds –… Read More