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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 | 14.02.2025

Daily Note 14/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: Equities had a risk-on session yesterday, as the Eurostoxx600, the S&P500, and the Nasdaq, each moved higher by over 1%. In economic news today, Eurozone GDP data is expected to show the bloc grew by 0.9% YoY in Q4 but remained flat in Q3. In Ireland, there is New Vehicle License data for January. Out of the US, we have January Retail Sales and Industrial Production data. From central bankers, the Fed's Logan will speak this evening.
  • Stock: Following Deere’s release of a very weak set of Q1’25 numbers yesterday we will be dropping coverage of the stock. (Comment attached)
  • Debt: Core Bond yields moved lower in the US yesterday with reciprocal tariffs being pushed 6 weeks down the line, along with some favourable inflation 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 Research | 28.01.2025

Cantor Fitzgerald Quarterly Investment Journal - Q1 2025

  • Discretionary Investments: Plenty of market opportunities on offer for investors in the second half of the decade
  • Focus Feature: Building and Preserving Intergenerational Wealth
  • Analyst Conviction List: Ryanair & GSK
  • Corporate Finance: Farra Marine: Driving Offshore Wing Growth
  • Asset Management: The Latest on Our Funds
  • Performance Data: The Most Recent Figures on Capital Protected Products

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 | 10.02.2025

Weekly Trader and Bond Markets 10.02.2025 - Roche, IRES REIT & LVMH

Opportunities this week:

  • Following on from Roche’s mixed set of full year results at the end of January, but also with a solid guide for 2025 we reiterate our BUY rating on the name with an updated price target of CHF 330.
  • We continue to believe there is potential for IRES REIT to reduce the wide discount (26%) it trades at relative to its Net Aset Value (NAV). We have now added IRES to the ACL. BUY PT: €1.19.
  • Shares in LVMH are down 9% since its FY24 earnings release a couple of weeks ago, which now means there is 16% upside to our €790 price target. As such, on weakness, we are upgrading the stock to BUY.

Latest Daily Note

Daily Note 14/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.02.2025

Daily Note 13/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 13.02.2025

Daily Note 12/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 12.02.2025

Daily Note 11/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.02.2025

Daily Note 07/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 07.02.2025

Daily Note 06/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 06.02.2025

Daily Note 05/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 05.02.2025

Daily Note 31/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.01.2025

Daily Note 30/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 30.01.2025

Daily Note 29/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 29.01.2025

Latest Weekly Traders

Weekly Trader and Bond Markets 10.02.2025 - Roche, IRES REIT & LVMH

Weekly Trader | 10.02.2025

Weekly Trader and Bond Markets 04.02.2025 - Diageo, Ryanair & Rio Tinto

Weekly Trader | 04.02.2025

Weekly Trader and Bond Markets 27.01.2025 - Ryanair, PayPal & Microsoft

Weekly Trader | 27.01.2025

Weekly Trader and Bond Markets 20.01.2025 - Kerry Group, Ryanair & IRES REIT

Weekly Trader | 27.01.2025

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

Latest Investment Journals

Cantor Fitzgerald Quarterly Investment Journal - Q1 2025

Investment Journal | 28.01.2025

Cantor Fitzgerald Quarterly Investment Journal - Q4 2024

Investment Journal | 30.10.2024

Cantor Fitzgerald Quarterly Investment Journal - Q3 2024

Investment Journal | 26.07.2024

Cantor Fitzgerald Quarterly Investment Journal - Q2 2024

Investment Journal | 15.05.2024

Cantor Fitzgerald Quarterly Investment Journal - Winter 2024

Investment Journal | 31.01.2024

Cantor Fitzgerald Quarterly Investment Journal - Autumn 2023

Investment Journal | 08.11.2023

Cantor Fitzgerald Quarterly Investment Journal - Summer 2023

Investment Journal | 31.07.2023

Cantor Fitzgerald Quarterly Investment Journal - Spring 2023

Investment Journal | 21.04.2023

Cantor Fitzgerald Quarterly Investment Journal - Winter 2023

Investment Journal | 20.01.2023

Cantor Fitzgerald Quarterly Investment Journal - Autumn 2022

Investment Journal | 10.11.2022

Latest Research notes

Research Note - Ryanair- Nov 2024

Research note | 11.11.2024

Research Note - Ryanair- July 2024

Research note | 25.07.2024

Research Note - L'Oreal - July 2024

Research note | 11.07.2024

Research Note - Glanbia PLC - May 2024

Research note | 21.05.2024

Research Note - Grafton Group - April 2024

Research note | 18.04.2024

Research Note - FBD - April 2024

Research note | 12.04.2024

Research Note - Supermarket Income REIT - April 2024

Research note | 04.04.2024

Research Note - Smurfit Kappa- March 2024

Research note | 27.03.2024

Research Note - Dalata - March 2024

Research note | 14.03.2024

Research Note - Caterpillar - Feb 2024

Research note | 29.02.2024

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

Our team of analysts reviews the daily macro and corporate landscape, to maintain a dynamic Analyst Conviction List of equity names along with other investment insights and opportunities. We regularly share key market insights and investment ideas via a number of research publications aimed at helping you to make the most informed investment decisions. We believe in delivering value to our clients and we want you to benefit from our wealth of experience and our global access to research. You can sign up to receive email updates by requesting through Client Services or through your broker/portfolio manager.