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.

15/07/2019 – Market view: The Week Ahead, Tullow, FedEx, JP Morgan, Brexit exposed industrials

  • Tullow –  Guyana catalyst could see a 20% move short term
  • FedEx – Priced for a recession creates an opportunity to accumulate this e-commerce giant
  • JP Morgan – Upcoming earnings catalyst can see the stock move higher
  • Brexit Exposed Industrials – “No-Deal” risk building

Archive

08/07/2019 – Market view: The Week Ahead, Dividend Aristocrats, Lazard Infra, US Banks, Pfizer

01/07/2019 – market view: The Week Ahead, Sanofi, Energy, US Banks, Caterpillar

24/06/2019 – Market view: All eyes on G20 meeting between Xi and Trump

17/06/2019 – Market view: The Week Ahead, ICG, Healthcare, IRES REIT, Apple

10/06/2019 – Market view: The Week Ahead, Applegreen, Greencoat Renewables, Sanofi, Reduce Irish Construction

04/06/2019 – Market view: The Week Ahead, Newmont, Greencoat, JPM Emerging Market, Alphabet, Amazon, Aryzta

27/05/2019 – Market view: The Week Ahead, Sanofi, Glanbia, Grafton, Apple

20/05/2019 – Market view: The week ahead ,Sanofi, Core Industrials, Brexit Exposure, Ryanair

13/05/19 – Market View: The Week Ahead, CRH, Kingspan, US Tech, Grafton Group, Glanbia