Broker News

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

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Last month, Zurich’s range of managed funds – the Balanced, Performance and Dynamic Funds – reached their 30 year milestone, making them some of Ireland’s longest running investment funds, writes Richard Temperley.

Economic fundamentals are in a good place with the fourth straight month of improvement in global manufacturing PMI data.

Global equities remained steady but it was Ireland that was the top performer across all major global markets increasing by 1.9%. Ian Slattery reports. 

Pensions don’t have to be complicated but if you're a trustee, an employer, or a scheme advisor, it can sometimes feel like the opposite, and being informed on the ever-changing landscape and what it means for your business is important.

Markets fall from record high, as monetary policy and trade deal expectations shift, and news on the trade deal was also mixed, writes Ian Slattery. 

Ian Slattery, Investment Consultant with Zurich examines the concept of responsible investing and explains why it’s such an important talking point in the DC pensions market.

There were record highs for US stocks as trade tune strikes the right note, and closer to home, Ireland was the best performer over the week with equities delivering 1.8%, writes Ian Slattery. 

In this latest episode of the Zurich podcast, Ian Slattery and Richard Temperley discuss how global stock markets continued to gain momentum with investor sentiment switching gears from overly bearish to neutral.

Equities increased as a result of investor confidence and talk of a potential phase one trade deal is music to the markets ears, writes Ian Slattery. 
We believe that an active approach is imperative to provide the best outcomes for scheme members.

David Walls, Head of Retail Investment Sales, discusses how the Zurich Prisma fund range aims to generate long-term capital growth by targeting specific levels of volatility with returns appropriate to individual investor risk profiles.

From baby boomers to Gen Z – your workforce will be made up of a diverse group of people and it makes sense that they should engage with their pension provider to plan the life they would like in retirement.