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 | 13.05.2025
Daily Note 13/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: US markets rose yesterday with the S&P 500 and Nasdaq up 3.15% and 4.17% respectively. Europe ended higher with the Stoxx 600 broad index rising 1.20%. Later this morning, in Europe we have Germany ZEW Survey numbers, while in the US, the main focus point will be the Core CPI release for April.
- Stock: We have updates on DCC, Apple, and Greencoat Renewables. (Comment attached)
- Debt: Treasury yields climbed in the US yesterday as expectations for rate cuts were lowered to only two in 2025
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 | 13.01.2025
Weekly Trader and Bond Markets 13.01.2025 - GSK, Flutter & Glanbia
Opportunities this week:
- GSK experienced a mixed performance in 2024, with its stock rising by 21.5% until May before declining by 22% in the second half, resulting in a total return of -3.5% for the year. Despite this, the outlook remains positive, with a target price of 1920p.
- Flutter reduced its FY24 guidance for both revenues and profits in the US, due to historically customer-friendly results, however, the impacts of this are not expected to have any material impact on the company’s 2025 outlook. BUY PTY: $300.
- Glanbia is currently valued at or near a 10-year low valuation on both PE and EV/EBITDA. As such, we view this as a very attractive entry point for investors. BUY PT: €19.40.
Latest Daily Note
Daily Note 13/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.05.2025
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Daily Note 08/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 07/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 02/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 30/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 29/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 25/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 24/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader and Bond Markets 13.01.2025 - GSK, Flutter & Glanbia
Weekly Trader | 13.01.2025
Weekly Trader and Bond Markets 17.12.2024 - IRES REIT, Glanbia and TotalEnergies
Weekly Trader | 17.12.2024
Weekly Trader and Bond Markets 09.12.2024 - Kingspan, Kerry Group & Uniphar
Weekly Trader | 09.12.2024
Weekly Trader and Bond Markets 02.12.2024 - DCC, Flutter & Smurfit Westrock
Weekly Trader | 02.12.2024
Weekly Trader and Bond Markets 25.11.2024 - Bank Of Ireland, GSK & CRH
Weekly Trader | 25.11.2024
Weekly Trader and Bond Markets 18.11.2024 - Kingspan, Dalata & DCC
Weekly Trader | 18.11.2024
Weekly Trader and Bond Markets 11.11.2024 - Greencoat Renewables, Kerry Group & Ryanair
Weekly Trader | 11.11.2024
Weekly Trader and Bond Markets 04.11.2024 - Ryanair, Grafton Group & Microsoft
Weekly Trader | 04.11.2024
Weekly Trader and Bond Markets 29.10.2024 - PTSB, Flutter & FedEx
Weekly Trader | 29.10.2024
Weekly Trader and Bond Markets 21.10.2024 - Bank of Ireland, CRH & Deere & Co
Weekly Trader | 21.10.2024
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At Cantor Fitzgerald Ireland, we provide our clients with a global perspective that is unique to the Irish market. Through our research and news section, we share our views on the investment world plus the very latest media updates
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