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A round up of the latest news, views, commentary and analysis on the insurance, pensions and investment industry.

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Equities fall once more as rate expectations remain elevated

Wall Street fell for the third week in a row as the spectre of higher interest rates continues to loom. In general, value orientated companies outperformed growth and large caps (traditionally more defensive) fared better than smaller companies, writes Ian Slattery. 

Powell puts markets in a hole at Symposium

Stock markets fell sharply into the weekend as Friday marked the worst day for stocks since June. It was a quiet week until Friday for markets, when Jay Powell’s speech at Jackson Hole sending stocks down more than 3%, writes Ian Slattery. 

Zurich Life announce continued support for breast cancer research

Zurich Life are delighted to be sponsoring this year’s Pink Ribbon All Ireland Cycle Challenge in aid of breast cancer research.

Our Banking Partner is changing

At Zurich our banking partner is changing. Electronic Fund Transfer (EFT) payments should be issued to our new bank account - details of which can be found in the downloadable flyer. 

Equities pause for breath with rate hikes in focus

Stocks finished the week lower and gave back some of the previous week’s strong gains as commentary from several Fed officials struck a ‘hawkish’ tone, writes Ian Slattery.

Plan ahead to meet rising education costs

Parents expect to pay more this back-to-school season as prices on items from clothing to notebooks are on the rise, according to a new survey by Zurich of almost 1,000 parents across Ireland.

Equities rebound in July

In this investment podcast recorded on August 10th 2022, we speak about recent market movements and Zurich Investments current positioning and outlook. This month our fund in focus is Prisma 2, which is part of the Prisma multi-asset fund range and is available on Zurich Pensions, Savings and Investment Bonds. All the information contained in this podcast was accurate at the time of recording.

Risk Profiler tool enhancements

Zurich’s Risk Profiler tool has been updated to include a sustainability assessment. The Zurich Sustainability Assessment allows you to work with your clients to get a holistic view of their current situation by assessing and understanding their sustainability preferences.

Equities continue upward trend

Global equities have rebounded since mid-June lows, mainly driven by weaker commodity prices, easing inflation concerns, and lower bond yields., writes Ian Slattery. 

July 2022 Financial Broker newsletter

The latest Financial Broker newsletter has been published. Read the full newsletter here.

Equities higher, but caution remains as growth slows

Stock markets finish the week broadly higher as investor sentiment struck an extremely bearish note in Tuesday’s BofAML monthly fund manager survey, writes Ian Slattery. 

ARF withdrawals and the State Pension

Although an Approved Retirement Fund’s primary purpose in retirement is to provide a source of income for the retiree, another factor to consider for those that have an ARF is that ARF withdrawals can result in a PRSI record being accrued for the individual which can be very useful for boosting their PRSI credits and accessing state benefits such as the State Pension (Contributory).

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