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