Latest Insights
Insights | 27.01.2025
Market Opportunities for Investors in the Second Half of the Decade
Markets remain near all-time highs despite external shocks like war, Covid-19, and interest rate spikes. Inflation progress allows monetary easing, aiding risk assets in 2024. Chief Investment Officer. John Mullane. discusses how investors should diversify actively.
Insights | 27.01.2025
The Demands for Creating and Maintaining Wealth that Transcends Generations
Marta Pelc, Pensions Advisor, discusses creating and maintaining wealth that transcends generations is a dream for many families, but it demands considerate key steps.
Insights | 21.01.2025
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 | 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.