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?
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.
Davy Asset Management receives top A+ rating in its assessment from the UN-backed Principles for Responsible Investment.
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.
“… within our mandate, the ECB is ready to do whatever it takes to preserve the euro. And believe me, it will be enough.”
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.
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.
As 2019 gets underway, Chief Investment Officer Mark Seavers reflects on 2018 and discusses what we can expect in 2019.
As we enter the final quarter of 2018, Chief Investment Officer Mark Seavers looks at what we can expect for the final months of the year.
In this update we discuss the state of play on trade and other areas of concern such as Italian politics and the ongoing Brexit negotiations, and give an update on our market forecasts. Chief Investment Officer Mark Seavers looks at what we can expect for Q3 2018.