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Pensions & Investments Insights

Davy Asset Management produces regular pension and investment outlook publications which can be read and downloaded below.
editorial List

A Low Carbon Solution

Climate change has the potential to have a profound environmental, social and economic impact. The Davy Low Carbon Equity Fund aims to be a solution.

Investment Themes August 2019
BY Davy Asset Management
editorial List

A+ PRI Rating for Davy Asset Management

Davy Asset Management receives top A+ rating in its assessment from the UN-backed Principles for Responsible Investment.

Investment Themes August 2019
BY Davy Asset Management
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Quality Matters - Asymmetric Returns

The unique attribute of equity investing compared with other asset classes, such as bonds or real estate, is the ability to reinvest excess profits at higher rates of return. Fund manager, Jonty Starbuck, examines the performance of our proprietary definition of Quality.

Investing Insights May 2019
BY Jonty Starbuck
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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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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
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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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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