Our monthly Investment Journal provides insights into key stocks to watch, a round-up of world financial events, latest investment opportunities and news from our corporate finance team. This is in addition to performance updates on our flagship products, funds and our core portfolio.

October Investment journal

We had written last month about the underwhelming reaction of US equity markets to a good earnings season and European markets selling off due the the strength of the euro. In September US markets continued to be soft while European markets powered ahead, buoyed by retracement in the euro.

  • Core Equity Portfolio: Highest Conviction Stock Picks for 2017
  • Stock Watch:  Update on AIB and CRH
  • Gold: Investing via ETFs
  • Trading calls: Alphabet, Bank of Ireland, DCC, Inditex
  • Green Effects Fund: Socially Responsible Investing
  • Private Equity/EIIS Investment opportunity: Boxever

Archive

Cantor Fitzgerald September 2017 Investment Journal

Cantor Fitzgerald August 2017 Investment Journal

Cantor Fitzgerald July 2017 Investment Journal

Cantor Fitzgerald June 2017 investment journal

Cantor Fitzgerald May 2017 Investment Journal

Cantor Fitzgerald April 2017 Investment Journal

Cantor Fitzgerald March 2017 Investment Journal

Cantor Fitzgerald February 2017 Investment journal

Cantor Fitzgerald January 2017 Investment journal