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 | 10.12.2024
Daily Note 10/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: US markets fell slightly yesterday with the S&P500 and the Nasdaq down slightly as China commenced an investigation into Nvidia (-2.55%) for potential anti-monopoly breaches and traders await Wednesday’s US CPI data, which is likely to influence the Fed’s December meeting outcome. Meanwhile, in Europe, the Stoxx 600 broad index had a positive day rising modestly. Oracle was weak overnight (-7%) following results that missed expectations in particular around its cloud business. Earlier this morning we had German CPI final data for November, which was 2.4% YoY as expected. Later this morning, we have Irish new vehicle licenses. In the US we have NFIB Small Business Optimism (Nov 94.5 est.) and final 3Q read for Nonfarm Productivity and Unit labour costs, with 2.2% and 1.3% increases expected.
- Stock: Yesterday we visited Cairn Homes’s Seven Mills development in the Clonburris Strategic Development Zone in West Dublin. We came away from this meeting confident that management can continue to execute and efficiently monetize its land bank over the medium term. (Comment attached)
- Debt: Core bond yields moved higher in the US yesterday as we await US CPI data tomorrow.
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 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 | 23.01.2023
Weekly Trader and Bond Markets 23/01/2023 - iShares MSCI China UCITS ETF, JP Morgan Emerging Markets Investment Trust & iShares Nasdaq 100 UCITS ETF
Latest Daily Note
Daily Note 10/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.12.2024
Daily Note 06/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 06.12.2024
Daily Note 04/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.12.2024
Daily Note 03/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.12.2024
Daily Note 29/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 29.11.2024
Daily Note 28/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.11.2024
Daily Note 27/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.11.2024
Daily Note 26/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.11.2024
Daily Note 22/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.11.2024
Daily Note 21/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.11.2024
Latest Weekly Traders
Weekly Trader and Bond Markets 23/01/2023 - iShares MSCI China UCITS ETF, JP Morgan Emerging Markets Investment Trust & iShares Nasdaq 100 UCITS ETF
Weekly Trader | 23.01.2023
Weekly Trader and Bond Markets 16/01/2022 - Volkswagen AG-Pref, Kingspan Group PLC, Microsoft Corp
Weekly Trader | 16.01.2023
Weekly Trader and Bond Markets 09/01/2022 - Ryanair Holdings PLC, Alphabet Inc, Irish Residential Properties REIT
Weekly Trader | 09.01.2023
Weekly Trader and Bond Markets 12/12/2022 - Ryanair, Supermarket Income REIT & Apple
Weekly Trader | 12.12.2022
Weekly Trader and Bond Markets 05/12/2022 - Barclays, Volkswagen, TotalEnergies
Weekly Trader | 05.12.2022
Weekly Trader and Bond Markets 28/11/2022 - Cairn Homes, Kingspan Group Plc, Nike
Weekly Trader | 28.11.2022
Weekly Trader and Bond Markets 21/11/2022 - Deere & Co, Glanbia & CRH
Weekly Trader | 21.11.2022
Weekly Trader and Bond Markets 14/11/2022 - Microsoft, ASML & Volkswagen
Weekly Trader | 14.11.2022
Weekly Trader and Bond Markets 07/11/2022 - Aviva plc, Ryanair & Kingspan
Weekly Trader | 07.11.2022
Weekly Trader and Bond Markets 07/11/2022 - Aviva plc, Ryanair & Kingspan
Weekly Trader | 07.11.2022
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Latest Research notes
Research Note - Barclays - Apr 2022
Research note | 22.04.2022
Research Note - Rio Tinto - Apr 2022
Research note | 22.04.2022
Research Note - Sanofi - Apr 2022
Research note | 22.04.2022
Research Note - AIB - Apr 2022
Research note | 22.04.2022
Research Note - PTSB - Apr 2022
Research note | 13.04.2022
Research Note - Alphabet - Apr 2022
Research note | 07.04.2022
Research Note - ICG - Mar 2022
Research note | 22.03.2022
Research Note - Engie - Mar 2022
Research note | 22.03.2022
Research Note - CRN - Mar 2022
Research note | 22.03.2022
Research Note - CRN - Mar 2022
Research note | 22.03.2022
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