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.
19/11/2018 – Market view: Gold, Green REIT, Pfizer, C&C
- Invesco Physical Gold ETF – The safe haven asset
- Green REIT –Recent correction provides opportunity
- Pfizer – Longer term potential in our preferred sector
- C&C- 18.5% upside to our fair value
Archive
12/11/2018 – Market view: Kinspan, IPL, SAP, UnitedHealth Group, DCC, Tullow, Tech
05/11/2018 – Market view: EBA, Facebook, Siemens, Kingspan, Insurers
30/10/2018 – Market view: Oil, Allianz, Applegreen, Triple Point
22/10/2018 – Market view: Markets this week, Ryanair, Cloud Computing, Prudential, CRH, Pfizer
15/10/2018 – Market view: The Week Ahead, Greencore, US Banks, DCC, Vinci, Irish Foods, Healthcare
08/10/2018 – Market view: The Week Ahead Oil Names, UnitedHealth, US Banks, Smurfit Kappa
01/10/2018 – Market view: FBD, Ryanair, Aryzta, Applegreen, Irish Banks, DCC, Microsoft
24/09/2018 – Market view: Markets this week, DCC, Green REIT, CRH, Prudential, Ryanair
17/09/2018 – MARKET VIEW: The Week Ahead Vodafone, CRH, VINCI, AIB
