Pensions & Investments Insights
Davy Asset Management produces regular pension and investment outlook publications which can be read and downloaded below.
Quality Matters - More than the sum of its parts
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.
Investing Insights
November 2019
BY Jeremy Humphries
BY Emma O'Donnell
BY Jeremy Humphries
BY Emma O'Donnell
A Low Carbon Solution
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.
Investment Themes
August 2019
BY Davy Asset Management
BY Davy Asset Management
A+ PRI Rating for Davy Asset Management
Davy Asset Management receives top A+ rating in its assessment from the UN-backed Principles for Responsible Investment.
Investment Themes
August 2019
BY Davy Asset Management
BY Davy Asset Management
Quality Matters - Asymmetric Returns
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.
Investing Insights
May 2019
BY Jonty Starbuck
BY Jonty Starbuck
Sustainable Investing - Not Just an Environmental Issue
At Davy Asset Management, we have a robust, repeatable investment process, focused on Quality, which incorporates both financial and non-financial data to assist performance. In this article, Research Director, Chantal Brennan, and Fund Manager, Jeremy Humphries, discuss the selection of metrics used, their relevance and how we apply this in the small and mid-cap space.
Investing Insights
November 2017
BY Chantal A. Brennan
BY Jeremy Humphries
BY Chantal A. Brennan
BY Jeremy Humphries
Consumer Disruption: Differentiate or Die
In this Insight, Jonty Starbuck, Fund Manager, examines how fundamental shifts in consumer behaviour driven by millenials, and the rise of online retail disruption have led to a rise in new business models. He looks at how the Fourth Industrial Revolution is impacting the Consumer Sector.
Market Update
November 2017
BY Jonty Starbuck
BY Jonty Starbuck
Equity Income Investing in a Rising Rate Environment
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.
Market Update
November 2017
BY Davan Byrne
BY Davan Byrne
Be Wary of Long Dated Bonds
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.
Investing Insights
July 2017
BY Oliver Sinnott
BY Oliver Sinnott
The Low Volatility Phenomenon
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.
Investing Insights
May 2017
BY Davan Byrne
BY Davan Byrne
The Supply Chain Revolution
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”.
Investing Insights
May 2017
BY Jonty Starbuck
BY Jonty Starbuck