Insights

Insights from Davy Asset Management

While we implement a bottom-up stock selection strategy we maintain a firm grasp of the bigger picture
editorial List

Investment Outlook 2018: Synchronised Growth

In spite of considerable uncertainty and geopolitical risk, 2017 turned out to be a good year for equity markets and risk assets in general, although the recovery in the euro crimped returns from global assets for Eurozone investors. Chief Investment Officer Mark Seavers looks at what we can expect for 2018.

Market Update January 2018
BY Mark Seavers
editorial List

Investment Outlook Q4 2017

The global economy is in reasonably good shape entering the final months of an eventful 2017. With economic output expected to grow by 3.6% this year and accelerate modestly in 2018, Mark Seavers, CIO Davy Asset Management, looks at what we can expect for the rest of the year.

Market Update November 2017
BY Mark Seavers
editorial List

Sustainable Investing - Not Just an Environmental Issue

At Davy Asset Management, we have a robust, repeatable investment process, focused on Quality, which incorporates both financial and non-financial data to assist performance. In this article, Research Director, Chantal Brennan, and Fund Manager, Jeremy Humphries, discuss the selection of metrics used, their relevance and how we apply this in the small and mid-cap space.

Investing Insights November 2017
BY Chantal A. Brennan
BY Jeremy Humphries
editorial List

Consumer Disruption: Differentiate or Die

In this Insight, Jonty Starbuck, Fund Manager, examines how fundamental shifts in consumer behaviour driven by millenials, and the rise of online retail disruption have led to a rise in new business models. He looks at how the Fourth Industrial Revolution is impacting the Consumer Sector.

Market Update November 2017
BY Jonty Starbuck
editorial List

Equity Income Investing in a Rising Rate Environment

Companies with above average dividend yields have outperformed during rate tightening cycles. In this insight Davan Byrne, Fund Manager, demonstrates that dividend-paying companies can outperform the market over a rate tightening cycle.

Market Update November 2017
BY Davan Byrne
editorial List

Investment Outlook Q3 2017

Global equities delivered 8.6% in local currency terms in the first six months of the year – the strength of the euro translated that impressive underlying return into just 2.7% for euro-based investors. After an eventful first half in financial markets, what do the next six months have in store for investors?

Market Update July 2017
BY Mark Seavers
editorial List

Be Wary of Long Dated Bonds

When ECB President Mario Draghi talks, the bond market listens very carefully - and it has good reason. In his famous 2012 speech, Mr. Draghi said he would do “whatever it takes” to save the Eurozone from the Eurozone Debt Crisis which was threatening to spiral out of control.

Investing Insights July 2017
BY Oliver Sinnott
editorial List

The Low Volatility Phenomenon

Volatility has fallen to the lowest levels witnessed in over two decades recently. In fact, since its inception in 1993, the VIX Index or 'fear gauge', has only closed lower than the recent reading of 9.77 on three occasions. In this insight, Fund Manager Davan Byrne outlines the factors that he believes are contributing to these historical low levels.

Investing Insights May 2017
BY Davan Byrne
editorial List

French Elections - What Next?

Chief Investment Officer Mark Seavers discusses the impact of the first-round results. With two contenders of drastically opposing views remaining, he gives his view on how things may play out.

Market Update May 2017
BY Mark Seavers
editorial List

Q2 2017 - Investment Outlook

Reality bites for President Trump and his new administration. Chief Investment Officer Mark Seavers gives his view of the president's first few months in office.

Market Update May 2017
BY Mark Seavers