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.
14/01/2019 – Market view: Caterpillar, Walgreens, Smurfit Kappa, AIB
Market View – Europe opens down slightly this morning
- Caterpillar – China trade deal a catalyst!
- Walgreens Boots Alliance – US Pharma Play
- Smurfit Kappa – Trade fears driving uncertainty in outlook
- AIB Group – Consistent performance should refocus market on fundamentals