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