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