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.
Cantor Fitzgerald May 2017 Investment Journal
Market focus was squarely on France this month as Emmanuel Macron and Marine Le Pen faced off for the French presidency. Mr Macron, who is a pro- EU and pro- business centrist politician, comfortably beat Ms Le Pen who campaigned on an anti-globalisation and anti-establishment ticket. Markets will surely welcome this vote as it will give the EU some much needed stability in a year where political risk was elevated. This, allied with stronger European economic data relative to the US, should ensure that European equities continue to outperform their US counterparts into the second half of 2017.
- Core Equity Portfolio: Highest Conviction Stock Picks for 2017
- Stock Watch: Update on Smurfit Kappa and Stoxx 600 Banks ETF
- Core Funds Range: Investment Funds, ETFs, Trusts
- Commercial Property Investment Opportunity: The Park, Carrickmines
- Corporate Finance News