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Market Updates

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

2015 Investment Outlook: Rational Inexuberance*

The medium-term outlook for global equities remains positive. This view is driven by the persuasive macro background, as discussed in this article.

Market Update January 2015
BY Davy Asset Management
editorial List

2014 Investment Outlook: Rational Inexuberance

Today, as we enter 2014, investors seem to be confident about the prospects for another strong year in equities. Many of the conditions necessary for a continuation of the positive market environment we have experienced since late 2011 remain in place, but is this confidence misplaced?

Market Update January 2014
BY Davy Asset Management
editorial List

Action Replay: Summer Correction, Autumn Rally?

Global equity markets are down some 8% since the late-May peak, with Japan and Emerging Markets down 17% and 11% respectively.

Market Update July 2013
BY Davy Asset Management