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Insights | 19.12.2024

Monthly Mac-ro

Economic uncertainty looms following the U.S. election, writes Pearse MacManus, with potential tariffs threatening inflation and growth. Europe faces mixed Q3 results and rising political and trade challenges, while China’s domestic recovery efforts are clouded by U.S.-China tensions. Global markets remain on edge as these developments unfold.

Insights | 11.12.2024

Global Perspectives: What’s the outlook for the AI and Semiconductor space into 2025?

John Mullane, Chief Investment Officer at Cantor Fitzgerald Ireland, joins CJ Muse, Senior Managing Director and Semiconductor Analyst, to share insights into the key factors shaping the winners and losers in the semiconductor sector.

Insights | 11.12.2024

Global Perspectives: What’s the outlook for the EV industry into 2025?

John Mullane, Chief Investment Officer at Cantor Fitzgerald Ireland, delves into the future of the electric vehicle industry with Andrés Sheppard, Global Mobility Analyst at Cantor, in the New York office.

Insights | 10.12.2024

Global Perspectives: What’s the outlook for the global internet into 2025?

Deepak Mathivanan, Global Internet Analyst at Cantor Fitzgerald, joins our Chief Investment Officer John Mullane in New York to explore the secular trends and competitive dynamics shaping this fast-paced industry.

Insights | 05.12.2024

A Look Back on Biden’s Climate Impact

In his examination of COP29, Aidan Graver highlights the landmark agreements on climate finance and carbon markets, while emphasizing the critical challenges that remain in bridging the gap between commitments and actionable progress.

Insights | 02.12.2024

Monthly Mac-ro

Economic uncertainty looms following the U.S. election, writes Pearse MacManus, with potential tariffs threatening inflation and growth. Europe faces mixed Q3 results and rising political and trade challenges, while China’s domestic recovery efforts are clouded by U.S.-China tensions. Global markets remain on edge as these developments unfold.

Insights | 26.11.2024

COP29: A Step Forward in Climate Finance and Carbon Markets, but Challenges Remain

In his examination of COP29, Aidan Graver highlights the landmark agreements on climate finance and carbon markets, while emphasizing the critical challenges that remain in bridging the gap between commitments and actionable progress.

Insights | 26.11.2024

Election 2024: How Housing and Economic Strength Are Shaping Ireland’s Future

As Ireland gears up for the 2024 election, housing and economic strength are pivotal issues shaping the country’s future. Explore how Fine Gael, Fianna Fáil, Sinn Féin, and other parties are addressing these challenges in the upcoming general election.

Insights | 26.11.2024

Real Estate Market Insights

Corporate Finance Director, David Lawlor, provides an overview of the global real estate trends, followed by an in-depth look at the Irish real estate market by sector.

Insights | 26.11.2024

Post-Election Reset: How Trump’s Policies Could Shape Markets and Sectors

Following Trump’s clean sweep win, Senior Portfolio Manager Suzanne Berkery examines how investors are increasingly factoring what Republican control of government could mean for stocks, bonds and currencies.