8 Dec

Business Times (Link)

• “In focus today will be the fallout from an eleventh hour Brexit deal between the UK and EU, sufficient progress having been made on the Irish border issue, clearing the path for the second round of negotiations and, most crucially, the beginning of long overdue trade talks,” said Accendo Markets analyst Mike van Dulken.

6 Dec

Digital Look (Link)

• Analyst Mike van Dulken at Accendo Markets said Hammerson’s fall was understandable, given the acquisition risk involved, though he noted that while the deal is being pad for with new shares “it doesn’t look dilutive. Intu’s shares had not jumped all the way to the 254p offer price “due to the same acquisition risk”, noting that the deal may collapse or be blocked, plus potential regulatory hurdles.”

5 Dec

MarketWatch (Link)

• The “U.S. tax-cut inspired sector rotation saw further dumping of technology [stocks]— profit-taking, less perceived benefit—in favor of more growth sensitive and value names including banks, retail and materials,” said analysts at Accendo Markets in note.

4 Dec

Fund Strategy (Link)

• Accendo Markets analyst Henry Croft says: “While the Senate bill will have to be aligned with the lower house’s equivalent bill, this marks a key legislative victory for President Trump who has seen his efforts to repeal and replace Obamacare fail while struggling to maintain a ban on the entry of some foreign nationals.”