• Macro: Equities were mixed yesterday with the Eurostoxx600 down slightly, whilst the S&P 500 and the Nasdaq were both in the green, as markets whipped around following Ukraine’s strike with US-made missiles into Russia. In the US later today, we have MBA Mortgage Applications at 12:00, whilst Ireland Property Prices for September are out at 11:00. From central bank speakers, we have Cook, Bowman, and Collins from the Fed, and Guindos, Stournaras, and Makhlouf from the ECB.
• Stock: We have updates on Microsoft’s annual Ignite event that took place yesterday which included 80 new product/feature launches along with Greencoat Renewables’ announcement of the sale of its Kokkeneva Wind farm. (Comment attached)
• Debt: Core bond yields moved modestly lower yesterday.

• Discretionary Investments: Global Equities Reach Record Highs As Election Uncertainty Looms
• Focus Feature: "Nothing is Certain in Politics”: Interview with Minister Paschal Donohoe TD
• Wealth Management: Finance Bill 2024: How Does It Impact Your Retirement Planning?
• Cantor Fitzgerald Asset Management: The Latest on Our Funds
• Performance Data: The Most Recent Figures on Capital Protected Products

Opportunities this week:

• The recent selloff in Kingspan’s shares has the stock trading near a YTD low, providing an attractive entry point for investors looking to add exposure to the name. (BUY PT: €93)
• Over the past couple of months Dalata has made a number of positive moves, including communicating management’s 2030 vision to the market, adding capacity in Dublin, and a pipeline addition in London. (BUY PT: €5.40)
• Last week DCC announced a shift in its strategy, resulting in a planned transition to a more streamlined business that will be fully focused on the energy sector. (BUY PT: £71)