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Insights from Davy Asset Management

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

Growth in a Low-Growth Environment

The outperformance of small and mid-cap (SMID) stocks relative to their large-cap peers is a much debated anomaly but the evidence is clear over the long term. SMID stocks have outperformed large caps by an impressive by 114% since 2000.

Market Update April 2016
BY Chantal A. Brennan
BY Jeremy Humphries
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NIRP: What Does it Mean?

Since he promised to do “whatever it takes” to save the Eurozone in 2012, nobody could accuse ECB President Mario Draghi of lacking endeavour. The same could also be said of the other main central banks who have pushed the boundaries of unconventional policy further than most had ever expected. But, have they gone too far with their latest innovation – a Negative Interest Rate Policy (NIRP)?

Market Update April 2016
BY Mark Seavers
BY Oliver Sinnott
BY Davan Byrne
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Investment Outlook: Are We Out of the Woods?

The first quarter of 2016 was a volatile start to the year, with January being one of the worst starts to a year on record. While we view the low trajectory of global growth as a continued concern for markets going forward, we can draw some comfort from the fact that many of the risks which flared up in the first quarter are relatively discreet.

Market Update April 2016
BY Chantal A. Brennan
editorial List

Pensions Inc

The new Companies Act introduced in 2015 makes it easier and less cumbersome for business owners to run their business through a limited or unlimited company structure. One of the major and sometimes overlooked benefits of running your business via a company is the ability to convert significant pre-tax trading profits into personally owned retirement assets through company contributions rather than personal pension contributions.

Market Update April 2016
BY Pat Ryan
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Top Trump - Presidential Primaries

This election year in the US is proving to be particularly interesting with the increased likelihood of Hillary Clinton and Donald Trump battling it out on 8th November. In this article we discuss our view of what impact the 45th President of the United States will have on the global economy.

Market Update March 2016
BY Chantal A. Brennan
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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
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Finance Bill 2015 – New Year Advice Opportunities

The recently published Finance Bill contains a number of interesting developments, in particular in the area of postretirement planning.

Financial Planning Insights January 2015
BY Pat Ryan
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M&A and the Mid-Cap Opportunity

Global mergers and acquisitions (‘M&A’) activity looks set to accelerate in 2014 and mid-cap equities are best placed to benefit.

Market Update May 2014
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

Budget 2014 - Pension Update

Pension changes for 2014 as outlined in yesterday’s Budget speech suggest that the new pensions taxation regime is now settling down after a period of much uncertainty since the concept of a capped pension fund threshold was first introduced in December 2005.

Financial Planning Insights October 2013
BY Pat Ryan