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 – 13/01/2020

  • Carnival added to the Core Portfolio
  • Renewables and ESG thematic investment
  • ISEQ – Reduce exposure after a strong 2020
  • BT Group added to the Core

Archive

Weekly Trader – 16/12/19 The Week Ahead, DCC, Sanofi, Amazon, Lloyds

Weekly Trader – 09/12/19 The Week Ahead, Sanofi, Ryanair, Dalata Hotels, ICG, Tullow Oil

Weekly Trader – 02/12/19 The Week Ahead, BT Group, Siemens Gamesa, Vinci, CRH

Weekly Trader – 25/11/19 The Week Ahead, McDonalds, Siemens, Gold, Greencoat Renewables

Weekly Trader – 18/11/2019 The Week Ahead, ISEQ, Crude Oil (Total/Shell), Engie & Kingspan

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

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