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.
Global equities delivered 8.6% in local currency terms in the first six months of the year – the strength of the euro translated that impressive underlying return into just 2.7% for euro-based investors. After an eventful first half in financial markets, what do the next six months have in store for investors?
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.
Chief Investment Officer Mark Seavers discusses the impact of the first-round results. With two contenders of drastically opposing views remaining, he gives his view on how things may play out.
Reality bites for President Trump and his new administration. Chief Investment Officer Mark Seavers gives his view of the president's first few months in office.
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.
Do you know your PVV from your VVD? Of course you do! One is the Party for Freedom, while the other is the People’s Party for Freedom and Democracy. And, at the risk of turning this into a Monty Python sketch, it’s time to turn our attention to our European neighbours as the Dutch go to the polls on Wednesday, kicking off a European election cycle that has been a source of concern to investors and the powers that be on the continent in recent months.