All Articles

Insights | 25.07.2024

Political Divergences in Europe: France vs. Ireland in 2024

Roderick McAuliffe dives into the political dynamics shaping Ireland and France, and their impacts on market confidence.

Insights | 25.07.2024

Navigating Mid-Year Market Shifts: A Prudent Stance Amid AI Booms and Economic Uncertainties

As we enter H2, Philip Byrne examines fund performance amid political and central bank developments.

Insights | 25.07.2024

Analyst Snapshot: Cairn Homes Primed for Continued Growth

Cairn Homes has become Ireland’s largest homebuilder, expertly executing its strategy from 2015. With a record €1bn forward order book and involvement in major projects like Dublin’s Clonburris, Cairn is primed for continued growth.

Insights | 21.06.2024

Ireland’s Stock Exchange is in Trouble and Needs Our Help

As Ireland’s stock exchange faces critical challenges with Flutter’s move to the US and the potential departure of Smurfit Kappa, CIO, John Mullane outlines the importance of supporting domestic market growth and ensuring economic resilience.

Insights | 21.06.2024

Japan’s Economic Resurgence: Yen Volatility, Corporate Reforms, and Investor Opportunities

Even as the Yen recently hit a 34-year low against the dollar, Japan’s economy continues to shows vibrant growth with rising wages, capital investment, and record-high stock prices.

Insights | 21.06.2024

Cantor Fitzgerald Sponsors Dalkey Book Festival: A Weekend of Arts and Insights

We were delighted to sponsor the Dalkey Book Festival, a 4 day celebration of the best in literary talent from 13 – 16 June 2024.

Insights | 27.05.2024

Analysis Snapshot: FedEx Remains One of the Key Independent Enablers of eCommerce Delivery

Read our latest Analysis Snapshot on FedEx. Despite recent challenges, including the ending of its US Parcel Service contract and pandemic disruptions, FedEx is bouncing back and realigning for profitable growth with the implementation of its far-reaching DRIVE restructuring programme.

Insights | 27.05.2024

Expansion of our Discretionary Investment Service: Q&A with CIO, John Mullane

We were delighted to announce the expansion of our Discretionary Investment Service in Q2 2024. To learn more about the expansion, Senior Portfolio Manager, Suzanne Berkery sat down with Chief Investment Officer, John Mullane to explore key highlights of the updated offering.

Insights | 27.05.2024

Eurozone’s Banks Look Stronger Than Ever: Positive Performance Bolsters Investor Sentiment

Senior Portfolio Manager, Suzanne Bekery explores Eurozone bank performance. Boasting record-high capitalisation and outperformance of US counterparts, Eurozone banks are thriving. With strong performance and promises of significant capital returns, these European lenders and the broader Euro Stoxx index reflects a positive sentiment for investors.

Insights | 07.05.2024

Falling Inflation and Rising Economic Activity a Positive, Rare and Potent Combination

“How are you not worried about the Houthis?” – a question likely on the minds of many investment professionals over the last few months as conflict in the Middle East continues to impact the global economy. Phil Byrne shares his thoughts on the above question, as well as his insights on the current economic outlook and an update on our Multi Asset Funds’ performance in 2024 so far.