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Last week saw a more cautious approach to US equities as concern over Federal Reserve policy and discouraging corporate earnings caused equities in the US to retreat from their recent gains, writes Ian Slattery.
In this investment podcast recorded on February 8th 2023, we speak about recent market movements and Zurich Investments current positioning and outlook. This month we also speak about Responsible Investment, what it is and what Zurich in Ireland is doing in the area of Responsible Investment.
When can bad news be good news?
US equities posted further gains last week, finishing the week up 2.1% in euro terms, writes Ian Slattery.
Our new Financial Health Check prospecting tool and customer report, exclusively available for use by Financial Brokers and Advisors, has launched.
The latest Financial Broker newsletter has been published. Read the full newsletter here
The Finance Act 2022 was enacted on 15 December 2022. Amongst other changes to pensions, the Act confirmed that the Benefit in Kind for an employee.
Important: Zurich’s Ulster Bank accounts are closing on 10th February.
Last week saw somewhat of a variable week for equities as several indicators proved to shift investor sentiment. US stocks lost -0.6% last week in euro terms, writes Ian Slattery.
US equities ended a stellar week of gains last Friday, up 2.0% in euro terms. Much of the optimism resulted from a lower-than-expected inflation figure for December, writes Ian Slattery.
As we look forward to 2023, we maintain a preference for equities over other asset classes. The prevailing market consensus is that inflation has now peaked, and that rates will therefore peak by the middle of 2023.
As we approach the 2022 year-end tax deadline for company pensions, many customers are sending payments to Zurich via EFT. As Zurich’s Ulster Bank accounts will be closing early in the new year it is important to use our new Bank account details on payments submitted.