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.

11/12/2017 – Market view : Central Bank Week, Brexit, US Credit, Inditex, DCC, CRH, One51 and US Tech

US Fed, BOE, ECB and SNB all holding interest rate decision meetings this week. Theresa May faces  another year of hard negotiations . US credit market appears benign but facing several headwinds in 2018

  • Inditex  – Focus on FX effects
  • One51 – EGM votes for IPO to move ahead
  • US Tech  – Update
  • CRH – Feedback from dinner with management
  • DCC – Strong balance sheet allied with move into higher growth regions

Archive

04/12/2017 – Market view : US Tax Reform, Brexit Crunch, US Russia Investigation, Smurfit, Datalex, SAP & DCC

27/11/2017 – Market view : US Tax Reform, European Economy, Irish Election, BOI, Kingpsan, CRH, Siemens, Datalex

20/11/2017- Market view : EURUSD, OPEC, BOI, CRH, Smurfit, Kingspan, Ryanair.

13/11/2017 – Market view : Cantor Managed Portfolios, CRH, DCC, Kingspan, BOI, One51 & Allianz

06/11/2017 – Market view : BOE Review, Fed Chair, Global Growth, Cantor Core Portfolio

31/10/2017 – Market view : Dovish Draghi, weaker Euro positive for European equities into year end

23/10/2017 – Market view : ECB, Catalonia, Ryanair, CRH, Smurfit, Lloyds, Amazon

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

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