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.

16/10/2017 Market View: Brexit worries, China Party Congress and US earnings

The China Communist Party Congress this week will set out China’s economic vision for the next 5 years. Austrian elections overnight show that political volatility remains in Europe, albeit at a reduced level. Sterling is likely to be volatile this week due to EU responses to Brexit negotiations.

  • INM – CEO departure update
  • Smurfit – Cost uncertainty weighing on share price
  • One51 – Compelling organic growth phase coming up
  • CRH – Ash Grove deal likely to go through
  • Bank of Ireland – Break of key trend resistance
  • Kerry – Overview of Capital Markets Day

Archive

09/10/2017 – Market view : Earnings Season, US CPI, Fed Minutes, One51, Ryanair, CRH, DCC, Smurfit Kappa

02/10/2017 – Market view : Euro Equities, US Tax Plans, Rate Hikes, Shell, Glaxo, LLoyds, US Tech, Siemens, Ryanair

25/09/2017 – Market view : German Election, US/North Korea, Fed Policy, AIB, BOI, CRH, INM, Ryanair

18/09/2017 – Market view: Fed Meeting, Brexit, BOI, Euro Banks, AIB, Verizon, Kingspan, Inditex, Siemens, Smurfit

11/09/2017 – Market view : ECB, BOE, North Korea, Apple, US Tech, Euro Names, Irish REIT

04/09/2017 Market View: North Korea, ECB Meeting | Ryanair | CRH | Vinci | Euro Banks | European Picks | One51 | ICG | Datalex

28/08/2017 Market View: Jackson Hole, Ryanair | Greencore | Vinci | Falcon Oil | European Banks

21/08/2017 – Market view : Jackson Hole, Weak Markets, Ryanair, CRH, Kingspan, INM, European Names

14/08/2017 – Market view : Recent Volatility, Applegreen, CRH, Kerry, Glanbia, Smurfit