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 | 01.11.2023

Daily Note 01/11/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • It was a solid end to a challenging month for markets, with Europe, the S&P500 and the Nasdaq all finishing in the green yesterday, as investors positioned ahead of the Fed’s rate decision later today and a raft of earnings releases.
  • This morning GSK issued Q323 numbers ahead of market expectations and raised full year guidance. (Comment Attached)
  • US treasury market prices moved higher and yields moved modestly lower, as investors positioned ahead of the Fed meeting later today.

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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 Daily Note

Daily Note 01/11/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 01.11.2023

Daily Note 27/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 27.10.2023

Daily Note 26/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 26.10.2023

Daily Note 25/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 25.10.2023

Daily Note 24/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 24.10.2023

Daily Note 20/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 20.10.2023

Daily Note 19/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 19.10.2023

Daily Note 18/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 18.10.2023

Daily Note 17/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 17.10.2023

Daily Note 13/10/2023 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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