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.
Global equities have risen by 13.7% since the election of Donald Trump as the 45th president of the United States last November. Naturally, Trump couldn’t resist reminding the world of this fact as he addressed Congress.
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.
In a year of astonishing surprises, November 2016 delivered perhaps the biggest: a Donald Trump victory in the US presidential election, followed by rallies in the dollar and global equity markets.