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.

14/01/2019 – Market view: Caterpillar, Walgreens, Smurfit Kappa, AIB

Market View – Europe opens down slightly this morning

  • Caterpillar – China trade deal a catalyst!
  • Walgreens Boots Alliance – US Pharma Play
  • Smurfit Kappa – Trade fears driving uncertainty in outlook
  • AIB Group – Consistent performance should refocus market on fundamentals

Archive

07/01/2019 – Market view: This week, Tech, CRH, PayPal, Dalata Hotels

17/12/2018 – Market view: Verizon, Vinci, US Tech, Cairn Homes

10/12/2018: Market View – Caterpillar, BMW, Dalata, US Defensive

03/12/2018 – Market view: This week, Tech, Caterpillar, Smurfit Kappa, Cairn Homes

26/11/2018 – Market view: This week, Aryzta, Bank of Ireland, Lloyds, Allianz, Prudential, Grafton Group, DCC, ICG

19/11/2018 – Market view: Gold, Green REIT, Pfizer, C&C

12/11/2018 – Market view: Kinspan, IPL, SAP, UnitedHealth Group, DCC, Tullow, Tech

05/11/2018 – Market view: EBA, Facebook, Siemens, Kingspan, Insurers

30/10/2018 – Market view: Oil, Allianz, Applegreen, Triple Point