Niall Dineen on RTE's Morning Ireland August 23rd 2018. Sound clip and article on RTE website below. Niall discussed the equity bull market and why dangers may lurk within it in the form of US growth stocks which are getting overvalued.
Niall Dineen on Newstalk August 22nd 2018 As US stock markets are set to hit new highs, Niall urges caution on some of the valuations within markets and points to the fact that investors should look away from the current froth in US stocks for future returns.
Appian Investment Seminar, May 3rd 2018 Back to the Future - Again !
There was a great attendance at the annual Appian Investment Seminar on the evening of May 3rd last at the Royal College of Physicians of Ireland.
Titled “Back to the Future – Again”, the seminar explored some economic and market factors which the asset managers believe are moving back to more normal levels – and the implications this will have for investing. CEO Patrick Lawless opened the evening highlighting where he believed there was a major transition coming up in the areas such as inflation, interest rates and bond yields. Eugene Kiernan, Head of Investment Strategy, continued this theme noting that as the outlook for growth was still very positive, our portfolios had a “pro-growth” tilt with good exposure to real assets. But in the face of some degree of higher inflation and interest rates (especially in the US), Appian had cut its exposure to bonds.
Keynote speaker Danny McCoy, CEO of IBEC, delivered a bravura presentation highlighting the underlying improvements we had seen in the Irish economy and noted the impact of global changes in taxation policies on our local finances. Danny stressed the need to invest appropriately in areas such as infrastructure and also to maintain our competitiveness in a very dynamic global environment.
There was a wide range of questions from the audience covering such ground as global debt, our place in Europe and the impact of Brexit.
All in all – a good evening!
Appian Equity Fund Review Niall Dineen discusses the performance of The Appian Equity Fund for the second quarter.
The Macro Economy Pat Kilduff discusses the Macro Economy for the second quarter.
Appian Value Fund Eugene Kiernan discusses the performance of The Appian Value Fund for the second quarter.
Appian Small Companies Fund John Mattimoe discusses the performance of The Appian Small Companies Fund for the second quarter.
Eugene Kiernan on Morning Ireland 12 May 2017 Eugene discusses the key issues facing major Central Banks currently
The Small Companies Fund John Mattimoe discusses the performance of The Appian Small Companies Fund
The Equity Fund Niall Dineen discusses the performance of The Appian Equity Fund
The Value Fund Eugene Kiernan discusses the performance of The Appian Value Fund
Appian Investment Seminar 2017 Elections and Inflections
Patrick Lawless reviews how Appian funds have performed, and the risks and opportunities that lie ahead. Pat Cox presents a unique perspective on the challenges and potential for Ireland in what is a very fluid European political landscape.
The Investment Landscape: Challenge and Opportunity Appian Asset Management
Patrick Lawless outlines the opportunities and challenges for financial markets and funds. John Bruton discusses the implications of "Brexit" for Ireland, the UK and the Eurozone.
Economics 101 Today FM, The Sunday Business Show
Eugene Kiernan, Head of Investment Strategy at Appian Asset Management discusses Brexit and Grexit with Conall Ó Moráin.
Appian Investment Seminar: Finding Opportunity in a Volatile world.
Patrick Lawless outlines prospects for financial markets and funds. John McCann outlines UTV’s progress and the media landscape.