Proinsias O'Mahony

Diversity in the Silicon Valley Bank boardroom cited by some as a ‘distraction’

Forecasting is a tricky business which is why investors should stick to their long-term plans in turbulent times

Banking sector jitters lead to calls for restraint but inflation still hasn’t gone away

Analysts say volatility in bank share prices resembles past eras of generalised market stress

The S&P 500 is up 490% since the market bottomed out during the global financial crisis, or 13.5% annualised

Percentage outperforming in 2022 was the highest in 13 years but investors were still better off in index funds

S&P500 trading above its 200-day moving average is not what a normal bear market rally looks like

Fed chief Jerome Powell spooked investors last week, saying he was ‘prepared to increase the pace of rate hikes’

Novavax had a terrible week while Pfizer and Moderna are well off their pandemic highs

A dollar invested in US equities in 1900 would be worth $2,024 today, compared with $176 for an investment in stocks from the rest of the world

Speed of U-turn in sentiment is marked given the modest nature of the 6% pullback in the S&P500

The S&P 500′s dividend yield is just 1.7%, compared with more than 5% for ‘almost risk-free’ six-month treasury bills

Markets have started pricing in rate hikes much earlier than normal

Mountain of academic evidence confirms market timing is a tricky business

Analysts’ dramatic language confuses prediction of earnings recession because of over-earning enjoyed during Covid