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.

22/05/2017 – Market view : Bank of Ireland, Kingspan, CRH, One 51, Greencore, Inditex, Euro Stoxx Banking ETF

OPEC meet in Vienna on Thursday with most analysts expecting an extension of the production cutes originally agreed six months ago. We raised our outlook for EURUSD last month to a new range expectation of $1.07 – $1.13 from $1.05 – $1.10 for the remainder of 2017. Several events have driven the currency pair higher including Capital flows into Europe continue due to a strong earnings season and improving underlying economic fundamental. As reported in the media, the Government are likely to offer certain AIB shares, in a secondary market offering or IPO, to potential investors and certain stockbrokers will be appointed as registered intermediaries to the government and Cantor Fitzgerald are hopeful of being appointed.

  • Bank of Ireland – New CEO to provide guidance over IT transformation process
  • Kingspan – Add on short term weakness
  • CRH – Short term volatility present buy-in opportunity
  • One51 – Macro Plastics acquisition continues US expansion
  • Greencore – H1/17 results preview
  • Inditex – Recent weakness presents opportunity

Archive

15/05/17 – Market View: Core Portfolio Update, Earnings Update, The Park, AIB IPO

08/05/2017 – Market View: EURUSD, Commodities, Macron, DCC, CRH, Inditex, Banks ETF, Smurfit, Ryanair, Daimler

02/05/2017 – Market view : Earnings Season, French Election, US vs European Data, Tech Sector, Shell, Financials, CRH, Bank of Ireland, Smurfit

24/04/2017 – Market view : French Election, Kingspan, CRH, Glanbia, Greencore, Bank of Ireland, Smurfit Kappa

18/04/2017 – Market view : Markets await 1st French presidential election vote

10/ 04 / 2017 – Market view : US Jobs Report, Euro Equities, US Earnings, European Earnings, Inditex, CRH, Bank of Ireland, IFG, Tullow Oil

03/04/2017 – Market view : European vs US equities, Irish REITs, Amazon, Irish Company Meetings

27/03/2017 – Market view : Euro Equities, US Economic Data, EURUSD, Facebook, Shell, Lloyds, Bank of Ireland

20/03/2017 – Market view : Free Trade, French Election, European vs US equities, INM, IFG, Inditex, 151