Building wealth through informed investment decisions
Stay informed with our curated collection of financial news, market analysis, and practical investing guidance tailored for Irish investors navigating today's markets.
March 18, 2025
Recent adjustments in European monetary policy have created fresh opportunities for Irish investors. We break down what these changes mean for bond yields, equity valuations, and how you might want to reconsider your asset allocation going into the second quarter.
Our analysis looks at historical patterns following similar policy moves and what actually happened to portfolio performance. Not predictions—just practical context for your own decision-making.
Read Full AnalysisAnalysis and commentary on current market conditions, investing strategies, and financial trends worth watching.
Traditional 60/40 portfolios have faced challenges lately. We examine alternative approaches to spreading risk without sacrificing growth potential, including some less obvious asset classes gaining traction among Irish investors.
Market swings trigger emotional responses, but understanding what volatility actually measures helps you respond more rationally. We look at practical ways to assess risk tolerance and adjust positions when markets get choppy.
Senior Market Analyst
Fifteen years analyzing European equity markets with focus on behavioural patterns and valuation frameworks. Previously worked with institutional investors across Dublin and Frankfurt.
March 22, 2025
Something interesting happened in February that a lot of retail investors missed. Technology stocks that normally move somewhat independently started clustering together in their daily movements. When correlation increases like this, it changes the actual diversification benefit you're getting from holding multiple tech names.
I've watched this pattern before—usually during periods of uncertainty when investors treat entire sectors as single bets rather than collections of distinct businesses. It doesn't mean you should panic and sell everything, but it does suggest your tech-heavy portfolio might not be as diversified as you think.
The practical takeaway? Look at your holdings as groups rather than individual stocks right now. If you own five technology companies that all move together, you effectively have one position split five ways. That changes your risk profile more than most people realize until a correction happens.