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.

Weekly Trader – 11/11/2019 The Week Ahead, McDonald’s, Paypal, Invesco, UDG Healthcare & Glanbia

  • McDonalds – Recent weakness offer opportunity
  • PayPal – Structural winner as ecommerce and mobile payments grow
  • Invesco – Synergies from OppenheimerFunds likely to result in further capital returns
  • UDG Healthcare – 33% rally year to date gives opportunity to reduce some exposure
  • Glanbia – Investors Ignore Headline Revenue Growth of 23.4% Year to Date

Archive

Weekly Trader – 04/11/2019 The Week Ahead, Glanbia, Ryanair, Newmont GoldCorp & Uniphar

29/10/2019 The Week Ahead, Prudential, Danone, Irish Banks & Uniphar

21/10/2019 – The Week Ahead, Brexit Positioning, Total Produce, Payments

14/10/2019 – The Week Ahead, Irish Banks, Dalata Hotel Group, SAP, Tullow

07/10/2019 – Market View: The Week Ahead, Vinci, Defensive Switch, S&P 500 short, Sanofi

30/09/2019 – Market view: The Week Ahead, Smurfit Kappa, Pfizer, iShares S&P Utilities ETF, Kennedy Wilson

23/09/2019 – Market view: The Week Ahead, IRES, BT Group, Renewables, Brexit Risk

16/09/2019 – Market view: The Week Ahead, GVC, BT Group, Tullow Oil, Verizon

09/09/2019 – Market View: The Week Ahead, Kennedy Wilson, Dalata, Coca Cola, Bond Proxies