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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

Quality Matters - More than the sum of its parts

In our white paper Quality Matters - Asymmetric Returns we analyse the performance of our proprietary definition of Quality (QUALITY) over the last 15 years comparing the risk and return profile to the MSCI definition of Quality. In this research note, we demonstrate that the asymmetric return profile is over and above that of any of its four sub-pillars i.e. Profitability, Persistence, Protection and People.

Investing Insights November 2019
BY Jeremy Humphries
BY Emma O'Donnell
editorial List

Investment Outlook Q4 2019

In this note we look at how economic fundamentals are being impacted by political process. How can investors follow the advice to “ignore the political noise and focus on fundamentals” when politics is having such an influence on fundamentals?

Market Update November 2019
BY Mark Seavers
editorial List

Does trusted ‘barometer’ mean a recession is imminent?

The recent stock market correction has largely been attributed to increasing concern about the health of the global economy. This fear has been amplified by a growing inversion of the US yield curve, a previously trusted harbinger of economic recession. “This time it’s different” is the typical refrain of recession deniers. So is it?

Market Update August 2019
BY Oliver Sinnott
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
editorial List

Investment Outlook Q3 2019

Against a backdrop of weakening global growth and an escalating trade war between the US and China, both equities and bonds have made solid gains recently. In this Investment Outlook we examine the main factors currently driving asset returns.

Market Update July 2019
BY Mark Seavers
editorial List

Big Boots to fill - will Draghi’s successor have “whatever it takes”?

“… within our mandate, the ECB is ready to do whatever it takes to preserve the euro. And believe me, it will be enough.”

Market Update June 2019
BY Oliver Sinnott
editorial List

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
editorial List

Investment Outlook Q2 2019

Equity markets have rebounded strongly in 2019, recovering all of the losses incurred in the final quarter of last year. Chief Investment Officer, Mark Seavers, examine the events that have been driving returns.

Market Update April 2019
BY Mark Seavers
editorial List

Investment Outlook 2019

As 2019 gets underway, Chief Investment Officer Mark Seavers reflects on 2018 and discusses what we can expect in 2019.

Market Update January 2019
BY Mark Seavers