Latest Insights
Insights | 30.12.2024
The ESG Outlook for Europe in 2025
Aidan Graver, Co-Manager for the Paris Aligned Fund, highlights seven key questions shaping Europe’s 2025 sustainability and investment outlook, from Germany’s energy challenges and Ukraine’s reconstruction to ESG fund inflows and the impact of new corporate sustainability disclosures.
Insights | 19.12.2024
Monthly Mac-ro
Pearse MacManus, Director of Asset Management, discusses the sticky 3% inflation in the US, Europe’s economic struggles amid tight policy, and China’s aggressive easing, highlighting the challenges each region faces in navigating growth, deficits, and trade uncertainties.
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.