by John McWey | Feb 19, 2021
Sustainable investing has been a theme in financial markets for decades. That theme has broadened in recent years to include ethical investing, social responsibility, and corporate governance. Environmental, Social & Corporate Governance (ESG) funds have...
by John McWey | May 13, 2020
Missing only a few days of strong returns can drastically impact overall performance. John McWey, Financial Planner, Ardbrack Financial Limited. 021-4773833 / 083-4115277 jmcwey@ardbrack.com Disclaimer: The content of this article is for general...
by John McWey | Dec 6, 2019
The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy-makers expected to rise fell instead. American consumers’ confidence weakened as the year began,1 and news headlines broadcast fears of an economic slowdown. But...
by John McWey | Dec 6, 2017
Many investors take a global perspective when building portfolios to achieve their investment goals. With the potential benefits of an expanded opportunity set comes exposure to foreign currencies. Currency returns can be volatile, creating winners and losers....
by John McWey | Jun 28, 2017
Are equity markets too expensive? And how well diversified are you? Many stock market valuations are certainly not cheap, nor have they been for some time. One popular measure of valuation of the US S&P500 stock-market index is the CAPE ratio. This shows the...
by John McWey | Mar 7, 2017
Since the turn of the year, measures of inflation in Europe and elsewhere have turned higher. Some of this can be explained by the rise in oil prices (circa 50%) over the past 12 months, but are we starting to see a more general move higher in inflation after years of...
