Market Updates
While we implement a bottom-up stock selection strategy we maintain a firm grasp of the bigger picture
Top Trump - Presidential Primaries
This election year in the US is proving to be particularly interesting with the increased likelihood of Hillary Clinton and Donald Trump battling it out on 8th November. In this article we discuss our view of what impact the 45th President of the United States will have on the global economy.
Market Update
March 2016
BY Chantal A. Brennan
BY Chantal A. Brennan
2015 Investment Outlook: Rational Inexuberance*
The medium-term outlook for global equities remains positive. This view is driven by the persuasive macro background, as discussed in this article.
Market Update
January 2015
BY Davy Asset Management
BY Davy Asset Management
2014 Investment Outlook: Rational Inexuberance
Today, as we enter 2014, investors seem to be confident about the prospects for another strong year in equities. Many of the conditions necessary for a continuation of the positive market environment we have experienced since late 2011 remain in place, but is this confidence misplaced?
Market Update
January 2014
BY Davy Asset Management
BY Davy Asset Management
Action Replay: Summer Correction, Autumn Rally?
Global equity markets are down some 8% since the late-May peak, with Japan and Emerging Markets down 17% and 11% respectively.
Market Update
July 2013
BY Davy Asset Management
BY Davy Asset Management