Watch back: Setanta markets update
Sean Kenzie, Managing Partner, and Vincent Keane, Senior Manager, Platform Relationships, from Setanta Asset Management recently joined Michael Hayes, Head of Investment Sales, for our broker markets update.
The session covered the key developments shaping today’s investment environment, including:
- the global market and macroeconomic outlook
- potential next steps from key central banks
- developments influencing investor sentiment
- the current environment for value investing
- how Setanta’s high-conviction investment approach assesses opportunities in today’s market
With markets continuing to respond to changing interest-rate expectations, geopolitical developments and economic uncertainty, this was an opportunity to hear directly from one of Irish Life’s in-house investment managers and gain useful perspective for your client conversations.