Latest Daily Note
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 | 28.05.2025
Daily Note 28/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets had a broadly positive day yesterday with the S&P500 up +2.05% and the Nasdaq up +2.47%. Europe also rose but by less with a +0.33% increase. Economic releases today include French Consumer Spending, Payrolls and PPI. From Germany, we get Unemployment data. Ireland releases its Retail Sales figures for April, and the ECB announces 1- and 3-year CPI expectations. In the US, we get MBA Mortgage Applications, Richmond Fed Manufacturing Index, and the Dallas Fed Services Activity. From the Central Bankers, the Fed releases its FOMC meeting minutes from the latest meeting and Kashkari will be speaking.
- Stock: We have updates on Rio Tinto and Dalata. (Comment attached)
- Debt: Core bond yields moved lower in the US yesterday despite higher-than-expected consumer confidence data.
Latest Investment Journal
Our quarterly Investment Journal provides insights into key stocks to watch, a round-up of latest news and investment opportunities, along with performance updates on our flagship products and funds.
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 Research | 29.04.2024
Weekly Trader and Bond Markets 29.04.24 - Flutter, Cairn Homes & Roche Holdings
Opportunities this week:
- We reiterate our BUY rating on Flutter as we believe it presents an attractive opportunity for investors to add exposure to the name at a discount.
- We are reiterating our BUY rating on Cairn Homes ahead of its customary AGM trading update next week.
- Last week, we issued an update on Roche Holdings, reiterating our BUY rating with a price target of CHF280, which provides 26.7% upside for investors.
Latest Daily Note
Daily Note 28/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.05.2025
Daily Note 27/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 23/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 22/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 21/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 13/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader and Bond Markets 29.04.24 - Flutter, Cairn Homes & Roche Holdings
Weekly Trader | 29.04.2024
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