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Each day we produce a market commentary outlining critical economic and company developments. We leverage off our global network of analysts and investment professionals to provide clients with critical insights from our local teams first thing in the morning.
Latest Research | 14.03.2024
Daily Note 14/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Markets were mixed yesterday with European equities up slightly, whilst in the US the S&P 500 fell marginally.
- Stock: IRES REIT appointed a new CEO (comment on page 2). Today we initiated on Dalata with a buy rating and a price target of €5.60, which implies 25% upside. Additionally we have issued a research note to provide further insights.
- Debt: Core bond yields moved higher yesterday despite weaker data in Europe.
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Latest Weekly Trader & Bond Markets
On Mondays, we release our Weekly Trader in which we outline key themes driving market sentiment, a review on critical developments within our preferred sectors, equities commentary and market-moving stories to start the week. Our in-house Investment Committee meets on a weekly basis to craft this strategy, aimed at allowing our clients to dynamically position portfolios and to take advantage of market developments.
Latest Daily Note
Daily Note 14/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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