This event is fully booked

In partnership with CISI

Topic

Synchronised Recovery; 

Markets at Record Highs; Minimal Volatility.

Always look at the Bright Side of Life?

• Despite persistent headwinds, the Global Economy is in a synchronised recovery.
• Driven primarily by massive, unprecedented, emergency monetary policies – Zero Interest Rates and Quantitative Easing.
• These “emergency” measures have been in place for 9 years.
• Their impact on economic activity has been slow (until very recently).
• They had an immediate and dramatic effect on financial markets, driving bond yields to record lows and equities to record highs.
• But at what cost? Cash, bond and equity relationships distorted/extended and key investment fundamentals undermined.
• Bond and equity volatility has evaporated.
• But are the markets really low risk, given an upcoming “normalisation” of monetary policy?
• Is it time to invest as though you are in a high risk environment?

Speaker

Frank O’Brien, Investment Strategies has extensive experience of investment as an investment analyst, fund manager, chief investment officer and consultant. He is currently actively involved with investment as a trustee of a number of pension funds and as a non-executive director of a number of leading investment managers. Frank is a Certified Accountant. He is a former Chairman of the Financial Services Network and a former President of ACCA Ireland. He is a founding member and former Chairman of the Society of Investment Analysts in Ireland. With his colleague Brian O’Loughlin he co-authored “Fundamentals of Investment - an Irish perspective”.