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 | 18.02.2025
Daily Note 18/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: US markets were closed for Presidents Day yesterday. Europe was moderately higher with the Stoxx 600 broad index rising slightly. Later today, at 7.45am we have final French CPI for Jan, at 10am Germany’s ZEW expectations survey for February is released. Then later in the US at 1.30pm we get the Empire Manufacturing survey and at 3pm the NAHB Housing Market index is to be announced. Central bankers speaking include Daly and Barr of the Fed, as well as the BoE’s Bailey, and Holzmann and Cipollone from the ECB.
- Stock: We have updates on Bank of Ireland, Kerry Group, and FBD. (Comment attached)
- Debt: Core Bond yields moved higher in Europe following discussions around greater defence spending at yesterday’s meeting of European leaders.
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 | 09.12.2024
Weekly Trader and Bond Markets 09.12.2024 - Kingspan, Kerry Group & Uniphar
Opportunities this week:
- With Kingspan’s shares ending last week at a 52-week low, we believe it opportune to highlight our €93 price target which implies over 30% upside, supporting our reiterated BUY recommendation.
- During our recent meeting, Kerry CFO, Marguerite Larkin, struck an optimistic tone, highlighting the group’s growth drivers in its key markets. BUY PT: €104.
- We continue to rate Uniphar as a Buy with PT €3.50 (60% upside) given the low valuation levels for this well run, steadily growing business, with a strong niche business model, and potential for debt reduction in the foreseeable future.
Latest Daily Note
Daily Note 18/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 18.02.2025
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Daily Note 13/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 12/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 11/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 06/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 31/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 30/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader and Bond Markets 09.12.2024 - Kingspan, Kerry Group & Uniphar
Weekly Trader | 09.12.2024
Weekly Trader and Bond Markets 02.12.2024 - DCC, Flutter & Smurfit Westrock
Weekly Trader | 02.12.2024
Weekly Trader and Bond Markets 25.11.2024 - Bank Of Ireland, GSK & CRH
Weekly Trader | 25.11.2024
Weekly Trader and Bond Markets 18.11.2024 - Kingspan, Dalata & DCC
Weekly Trader | 18.11.2024
Weekly Trader and Bond Markets 11.11.2024 - Greencoat Renewables, Kerry Group & Ryanair
Weekly Trader | 11.11.2024
Weekly Trader and Bond Markets 04.11.2024 - Ryanair, Grafton Group & Microsoft
Weekly Trader | 04.11.2024
Weekly Trader and Bond Markets 29.10.2024 - PTSB, Flutter & FedEx
Weekly Trader | 29.10.2024
Weekly Trader and Bond Markets 21.10.2024 - Bank of Ireland, CRH & Deere & Co
Weekly Trader | 21.10.2024
Weekly Trader and Bond Markets 14.10.2024 - Kingspan, PTSB & Supermarket Income REIT
Weekly Trader | 14.10.2024
Weekly Trader and Bond Markets 07.10.2024 - Kerry Group, Shell & IRES REIT
Weekly Trader | 07.10.2024
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At Cantor Fitzgerald Ireland, we provide our clients with a global perspective that is unique to the Irish market. Through our research and news section, we share our views on the investment world plus the very latest media updates
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