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.
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.
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.
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.