- Macro: It was a risk-on session in equity markets yesterday, with the Eurostoxx600, the Nasdaq, and the S&P500 all making gains, as rate cuts added to investor optimism following the US election results. In the day ahead, the main economic data point is the University of Michigan Consumer Sentiment Index, which is expected to show a marginal increase for November. From central bankers, we will have commentary from the Fed’s Bowman and Musalem, Vujcic and Panetta from the ECB, and the BOE’s Pill and Breeden.
- Stock: We have an update on Kingspan’s increased stake in Nordic Waterproofing. (Comment attached)
- Debt: Bond yields were mixed as the UK and US moved lower on rate cuts, whilst political instability saw German yields rise.
Overview
Investment Solutions
Pension Solutions
SDIO
Application Forms – Intermediaries
Creating impact for your clients, their financial goals, and their future
Overview
Focused on your organisation, funding its growth, and unlocking its full potential
Debt Capital Markets
Probate Services
Dedicated to institutional wealth, stakeholder value, and a sustainable future
Overview
Investment Services
Stewardship
Supportive of you, your custodial vision, and your philanthropic goals
X