Welcome to the Cantor Fitzgerald Investment Forum where we bring you market news, investment insights and a series of informative articles.
The market is currently speculating that Kerry is looking to spin off its Irish primary dairy business, valuing it at €1bn. The Kerry Co-Op is said to be looking to take a 60% stake in the resultant joint venture, Kerry holding a 40% stake. At face value this could give Kerry €600m in cash to
Over the past few months, the world economy has sunk into a deep recession. The Irish economy is expected to contract by 8.5% in 2020. Governments around the world have committed almost €12 trillion to rescue packages and recovery plans since the start of the pandemic. The initial aim was to provide a support mechanism
Practically all the key macro questions one might have about the investment universe can be answered by the graph below, dating from 1860. The red line is the yield from long-term US government bonds, the blue line measures the 10-year-average earnings valuation of the US equity market. Source: Robert Shiller Warning: Past Performance is not
Ryanair issued H121 results on 27th July that were ahead of market expectations. Unfortunately, they coincided with the UK’s announcement that anyone coming into the country from Spain would have to go into 14-days quarantine, which resulted in a sell-off of stocks in the travel and leisure sector. That said, while the other two airlines
