Insights

Insights from Davy Asset Management

While we implement a bottom-up stock selection strategy we maintain a firm grasp of the bigger picture
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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
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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
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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
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The Supply Chain Revolution

In this latest Investment Insight, Fund Manager of the Davy Global Brands Fund Jonty Starbuck looks at how global companies are adapting supply chains in the midst of the “The Fourth Industrial Revolution”.

Investing Insights May 2017
BY Jonty Starbuck
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Passive versus Active - Is it Time to Rethink Passive Bond Exposure?

Negative yielding bonds are a big challenge for fixed income investors. Oliver Sinnott, Fixed Income Fund Manager at Davy Asset Management, discusses how active fund management can avoid negative yielding bonds without taking on too much extra risk.

Investing Insights May 2017
BY Oliver Sinnott
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Better Retirement Outcomes – It’s the Advice That Matters Most

Pension reform and consolidation of defined contribution (DC) structures will provide opportunities when advising clients on retirement. Head of Retirement Solutions Pat Ryan explains why it's the advice that matters most.

Investing Insights April 2017
BY Pat Ryan
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Dutch Kick Off Election Cycle

Do you know your PVV from your VVD? Of course you do! One is the Party for Freedom, while the other is the People’s Party for Freedom and Democracy. And, at the risk of turning this into a Monty Python sketch, it’s time to turn our attention to our European neighbours as the Dutch go to the polls on Wednesday, kicking off a European election cycle that has been a source of concern to investors and the powers that be on the continent in recent months.

Market Update March 2017
BY Mark Seavers
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What Will Equity Markets Make of Trump's Fiscal Policy?

Global equities have risen by 13.7% since the election of Donald Trump as the 45th president of the United States last November. Naturally, Trump couldn’t resist reminding the world of this fact as he addressed Congress.

Market Update March 2017
BY Mark Seavers
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Case for Media in the 'Trump Trade'

When one imagines the definitive “Trump Trade” one thinks of; cyclical businesses highly leveraged to the US domestic economy, high domestic tax rates which would benefit from reduced corporate tax and dollar earnings which will benefit from the rise in interest rates. Given that advertising spend is highly linked to GDP growth, Media companies make perfect candidates for the Trump Trade.

Investing Insights February 2017
BY Brian Kennedy
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Data Inspired

In an ever diversified and boundary free investment world, at Davy Asset Management it’s all about a quality approach.

Investing Insights February 2017
BY Chantal A. Brennan
BY Jeremy Humphries