Pensions & Investments Insights
Davy Asset Management produces regular pension and investment outlook publications which can be read and downloaded below.
Passive versus Active - Is it Time to Rethink Passive Bond Exposure?
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.
Investing Insights
May 2017
BY Oliver Sinnott
BY Oliver Sinnott
Better Retirement Outcomes – It’s the Advice That Matters Most
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.
Investing Insights
April 2017
BY Pat Ryan
BY Pat Ryan
Case for Media in the 'Trump Trade'
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.
Investing Insights
February 2017
BY Brian Kennedy
BY Brian Kennedy
Data Inspired
In an ever diversified and boundary free investment world, at Davy Asset Management it’s all about a quality approach.
Investing Insights
February 2017
BY Chantal A. Brennan
BY Jeremy Humphries
BY Chantal A. Brennan
BY Jeremy Humphries
Equity Income Investing in Volatile Times
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.
Investing Insights
February 2017
BY Mark Seavers
BY Davan Byrne
BY Mark Seavers
BY Davan Byrne
Finance Act implications –Vested PRSA vs ARF
The Finance Act 2016 was signed into law on Christmas Day and introduced clarification primarily for Personal Retirement Savings Account (PRSA) investors as to exactly what happens when the PRSA holder attains age 75.
Investing Insights
January 2017
BY Pat Ryan
BY Pat Ryan
Davy Defensive Equity Income Fund 5-Year Anniversary
On 30th September 30th 2016, the Davy Defensive Equity Income Fund (the Fund) marked its fifth anniversary, a significant milestone.The Fund has provided downside protection with an impressive return of 52.7% over the past five years. The strong performance can be attributed to diligent and prudent management as well as a consistent application of our investment philosophy and process.
Investing Insights
October 2016
BY Mark Seavers
BY Davan Byrne
BY Mark Seavers
BY Davan Byrne
Meet the Manager
In this series of “Meet the Manager” Tim Kelly (TK), Business Development Associate Director at Davy Asset Management, interviews Jeremy Humphries (JH), Fund Manager on the Davy Discovery Fund (the Fund).
Investing Insights
October 2016
BY Tim Kelly
BY Tim Kelly
US Healthcare Reform
Healthcare reform has emerged as one of the main talking points in the upcoming US presidential elections. The campaign trail has been filled with election promises and criticisms of previous policies. In this article Brian Kennedy, a member of the Davy Asset Management Global Equity Investment team and co-manager on the Davy Ethical Equity Fund, outlines his view on potential healthcare reforms.
Investing Insights
October 2016
BY Brian Kennedy
BY Brian Kennedy
The Fourth Industrial Revolution
The rapid adoption of new technologies has resulted in profound systemic change. This, “The Fourth Industrial Revolution” is impacting industries and business models in various ways. In this latest insight Jonty Starbuck, Fund Manager, for the Global Brands Fund, looks at how global companies are adapting to this current period of transformation.
Market Update
July 2016
BY Jonty Starbuck
BY Jonty Starbuck