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