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.

20/03/2018 – Market view: FOMC, Brexit, Facebook, AIB, PPB, Inditex, Greencore, Grafton

FOMC meeting this week with major focus on its response to worsening economic data and recent tariff developments. Brexit transition agreement extended which gives the market a little bit of certainty over the next 2 years. . Facebook likely to be weaker in the short term as data scandal continues to dominate headlines.

  • AIB – Focus on capital strategy
  • Grafton – Meeting with management very positive
  • Greencore – Update from management
  • Paddy Power Betfair – Update from management meeting
  • Inditex – Management guidance on FX positive


12/03/2018 – Market view: Inflation, INM, IFG, ICG, Glanbia, Kingspan, IPL, UK Insurers

05/03/2018 – Market view : Political uncertainty to drive market uncertainty

26/02/2018 – Market view : Powell Testimony, BOI, Kingspan, Siemens, CRH, DCC, Vodafone, Green REIT

19/02/2018 – Market view : ECB and Fed minutes release likely to garner attention

12/02/2018 – Market view : Volatility Thoughts, Ryanair, CRH, Euro Industrials. US Tech & Miners

05/02/2018 – Market view : Market Sell-off, Ryanair, Facebook. Paypal, Amazon

29/01/2018 – Market view : CB Update, EM Exposure, EURUSD, Datalex, Ryanair, US Tech SAP

22/01/2018 – Market view : Yields, Bull Market, ECB, CRH, Ryanair, Irish REITs, US Tech, SAP

15/01/2018 – Market View: Yields, EURUSD, US Financials, Glanbia, Kerry, BOI, AIB, Euro Financials, Ryanair, CRH