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Pensions & Investments Insights

Davy Asset Management produces regular pension and investment outlook publications which can be read and downloaded below.
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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
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Better Retirement Outcomes – It’s the Advice That Matters Most

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.

Investing Insights April 2017
BY Pat Ryan
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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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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
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Meet the Manager

In this series of “Meet the Manager” Tim Kelly (TK), Business Development Associate Director at Davy Asset Management, interviews Jeremy Humphries (JH), Fund Manager on the Davy Discovery Fund (the Fund).

Investing Insights October 2016
BY Tim Kelly