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

French Elections - What Next?

Mark Seavers, Chief Investment Officer, 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 April 2017
BY Mark Seavers
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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
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Equity Income Investing in Volatile Times

The Davy Asset Management Global Equity Income Fund has produced strong returns over the past two years. This performance was driven by our investment process, which is focused on identifying high-quality companies that generate cash flow from their operations and pay dividends consistently through time.

Investing Insights February 2017
BY Mark Seavers
BY Davan Byrne
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Finance Act implications –Vested PRSA vs ARF

The Finance Act 2016 was signed into law on Christmas Day and introduced clarification primarily for Personal Retirement Savings Account (PRSA) investors as to exactly what happens when the PRSA holder attains age 75.

Investing Insights January 2017
BY Pat Ryan
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Market Review & 2017 Outlook

In a year of astonishing surprises, November 2016 delivered perhaps the biggest: a Donald Trump victory in the US presidential election, followed by rallies in the dollar and global equity markets.

Market Update January 2017
BY Mark Seavers
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Q4 2016 Investment Outlook

"Long-run prosperity was never in the gift of monetary policy makers. Consensus is growing that escaping this low-growth low-inflation trap will require a re-balancing between monetary, fiscal and structural policies." Mark Carney, Governor of the Bank of England, 22nd September 2016.

Market Update October 2016
BY Mark Seavers
editorial List

Davy Defensive Equity Income Fund 5-Year Anniversary

On 30th September 30th 2016, the Davy Defensive Equity Income Fund (the Fund) marked its fifth anniversary, a significant milestone.The Fund has provided downside protection with an impressive return of 52.7% over the past five years. The strong performance can be attributed to diligent and prudent management as well as a consistent application of our investment philosophy and process.

Investing Insights October 2016
BY Mark Seavers
BY Davan Byrne