Helioran Capital

Intelligence desk

A live read on the markets that matter.

A continuously refreshed pulse of capital markets, sector conviction, Irish real-asset yields, and long-form commentary from the Helioran desk.

ISEQ9,842.31+0.42%
FTSE8,211.55-0.18%
SX5E4,982.07+0.31%
SPX5,614.92+0.12%
EURUSD1.08-0.06%
BUND2.41+0.03%
BRENT78.92+0.88%
GOLD2,384.5+0.27%
ISEQ9,842.31+0.42%
FTSE8,211.55-0.18%
SX5E4,982.07+0.31%
SPX5,614.92+0.12%
EURUSD1.08-0.06%
BUND2.41+0.03%
BRENT78.92+0.88%
GOLD2,384.5+0.27%

Market intelligence

The Helioran Pulse.

Live feed·—:—:—

Synthesised from listed equities, sovereigns, FX, and Irish real-asset benchmarks. Refreshed every seven seconds.

Capital Markets
Equities · Rates · Commodities · FX
ISEQ+0.42%
9,842.31
Euronext Dublin
FTSE-0.18%
8,211.55
FTSE 100
SX5E+0.31%
4,982.07
Euro Stoxx 50
SPX+0.12%
5,614.92
S&P 500
EURUSD-0.06%
1.0842
EUR/USD
BUND+0.03%
2.41
10Y Bund Yield
BRENT+0.88%
78.92
Brent Crude
GOLD+0.27%
2,384.5
Gold Spot
Helioran View
Positioning · Conviction
Overweight

Quality compounders with positive FCF conversion across IE/UK mid-market.

Selective

Prime Dublin office where covenant strength and ESG specification align.

Underweight

Late-stage venture without credible 18-month liquidity narrative.

Sector Pulse
YTD performance · Helioran conviction
Financial Services
+11.40%Overweight
Technology
+18.20%Overweight
Industrials
+6.70%Neutral
Real Estate
+4.10%Neutral
Healthcare
+8.90%Overweight
Energy
-2.30%Underweight
Irish Real Assets
Prime yields · YTD movement
Dublin
Prime Office
5.25%
Yield
+2.10%
Cork
Industrial
6.75%
Yield
+4.40%
Galway
Residential PRS
4.85%
Yield
+3.20%
Limerick
Mixed-Use
6.10%
Yield
+2.80%

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