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 | 27.11.2025
Daily Note 21/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity Markets: Equity markets had a roller coaster of a day yesterday with the S&P500 opening up 1.5% before declining for most of the day to end -1.56% and the Nasdaq -2.15%, as Europe held on to smaller gains and ended +0.40%. In the US, only one sector was in positive territory and 71% of stocks ended lower. Consumer Staples and Real Estate were best. IT and Consumer Discretionary were weakest. In a generally “risk off” day, Walmart was the standout performer rising 6.5% following Q3 results beat and raised Q4 guidance. Nvidia following it strong results initially traded up c. 5% but ended the day down -3.15%. In Europe, eight of eleven sectors were in positive territory, with Industrials and Energy best, with Real Estate and Communication Services worst. BNP Paribas rose 4.4% on a new buyback plan and capital targets.
- Macro: In European economics, the UK’s CBI Total Orders index in November rose less than expected to -37 from -38, and Eurozone Construction Output fell -0.5% MoM and Consumer Confidence for November was stable at -14.2. This morning, we had the UK’s GfK Consumer Confidence (Nov) which declined slightly to -19 from -17, Retail Sales (Oct) fell more than expected at -1.0% MoM for the ex-fuel measure, versus -0.5% estimate, and Public Sector Net Borrowing (Oct) was £17.4bn, lower than £19.9bn in Sept, but £2.4bn above estimates. In the US, after a long pause, the change in Non-Farm Payrolls was +119K for September (vs -4K prev. and 51K est.), whilst the unemployment rate rose to 4.4% above the 4.3% estimated. Average Hourly Earnings rose +3.8% YoY, flat on previous month. The Philadelphia Fed Business Outlook improved to -1.7 from -12.8 (missing the +1.0 est.). Initial Jobless Claims for Week ended Nov 15th were slightly better than expected at 220K from 228K previously.Economic releases today include Composite, Manufacturing and Services PMIs for France, Germany, Eurozone, UK and the US (Nov P), where flat to slightly weaker numbers are expected (ex-France). As well as French Business & Manufacturing Confidence (Nov), Eurozone Negotiated Wages (3Q +2.45 est.), Irish PPI (Oct). Then from the US we have University of Michigan Sentiment Index (Nov F 50.6 est.) and Real Average Weekly Earnings (Sep)
- Stocks: Nestle: (Overweight CHF 87.76 +11% Upside) Comments relating to senior management changes.
- Debt: Despite shaky risk sentiment US bonds had to contend with a hawkish tone from the Fed. European rates were little changed ahead of a raft of November PMIs due today.
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 | 23.01.2024
Weekly Trader & Bond Markets 22/1/2024 – Supermarket Income REIT, GSK PLC & Microsoft Corp
- Supermarket Income REIT
- GSK PLC
- Microsoft Corp
Latest Daily Note
Daily Note 21/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.11.2025
Daily Note 20/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.11.2025
Daily Note 19/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.11.2025
Daily Note 18/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 14/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.11.2025
Daily Note 13/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.11.2025
Daily Note 12/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.11.2025
Daily Note 11/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.11.2025
Daily Note 07/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 06/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader & Bond Markets 22/1/2024 – Supermarket Income REIT, GSK PLC & Microsoft Corp
Weekly Trader | 23.01.2024
Weekly Trader & Bond Markets 15/1/2024 – Irish Residential Properties REIT, Cairn Homes & Grafton Group
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Weekly Trader & Bond Markets 8/1/2024 – Flutter Entertainment, CRH & Ryanair Holdings PLC
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Weekly Trader & Bond Markets 11/12/2023 – ASML, Alphabet & Flutter
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Weekly Trader & Bond Markets 27/11/2023 – Aviva, Amazon.com & Nestlé SA
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Weekly Trader & Bond Markets 13/11/2023 – Ryanair, Microsoft & TotalEnergies SE
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Weekly Trader & Bond Markets 06/11/2023 – Ryanair, Kingspan PLC & ASML
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Weekly Trader & Bond Markets 31/10/2023 – Amazon.com, Smurfit Kappa & Carlsberg AS
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