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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 Q4 2018

As we enter the final quarter of 2018, Chief Investment Officer Mark Seavers looks at what we can expect for the final months of the year.

Market Update October 2018
BY Mark Seavers
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Investment Outlook Q3 2018

In this update we discuss the state of play on trade and other areas of concern such as Italian politics and the ongoing Brexit negotiations, and give an update on our market forecasts. Chief Investment Officer Mark Seavers looks at what we can expect for Q3 2018.

Market Update July 2018
BY Mark Seavers
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Investment Outlook Q2 2018

In our 2018 Investment Outlook, we pointed out that “the current extended period of low volatility is not without precedent, but periods such as these increase the likelihood of elevated volatility and meaningful falls in equity markets in the future.” Three weeks later, we got our first sight of an extreme volatility event for some time. Chief Investment Officer Mark Seavers looks at what we can expect for Q2 2018.

Market Update April 2018
BY Mark Seavers
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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
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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
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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
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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
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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
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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
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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