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.
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?
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.