Davy Private Clients Insights

Insights

As part of our wealth management service, Davy Private Clients produces a range of publications to provide clients with insights and analysis of economic, investment and financial planning issues & events which impact on both the global economy and individual portfolios.
editorial List

Global Outlook 2017: New World Order

As we begin 2017, voters around the world are increasingly demanding change. This is leading to more populist policy measures such as increased spending and tax cuts, but also a rise in protectionism. More expansionary fiscal policies should result in a pick-up in growth, but history suggests a more insular world is not good for anyone.

MarketWatch January 2017
BY Brian O'Reilly
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The Interview: David Rubenstein

Head of Global Investment Selection, Mary Cahill, sat down with Co-CEO of The Carlyle Group, David Rubenstein, to hear his views on the global macroeconomic and political landscape and how it could impact private equity investing going into 2017.

MarketWatch January 2017
BY Mary Cahill
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Property: Cranes Back on the Skyline

The recent recovery in Ireland’s commercial property market showed no sign of abating during 2016. As we move into 2017, Robin Potter-Cogan, Director, Davy Real Estate, looks the volume of developments both currently under construction and planned for the years ahead to meet demand.

MarketWatch January 2017
BY Robin Potter Cogan
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UK Outlook 2017: Going it Alone

Following last year’s EU referendum result, 2017 will see the UK come to terms with how Brexit could impact its economy, currency, and consumer & business confidence. In this article, Alan Werlau, Senior Investment Strategist, looks at the year ahead for the UK in a post-Brexit world following the trigger of Article 50 later this year.

MarketWatch January 2017
BY Alan Werlau
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Currencies: The Stakes are High for the Euro

2017 will be a critical year for the Eurozone. Brexit and the results of upcoming national elections in German, France, and the Netherlands will impact heavily on its currency. David Collins, Investment Strategist, looks at the year ahead for currencies and how the euro will perform against the US dollar and sterling.

MarketWatch January 2017
BY David Collins
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Irish Outlook 2017: Strong Recovery but Challenges Ahead

Economist Robbie Kelleher looks at some of the challenges facing the Irish economy in 2017, including housing supply and public sector pay.

MarketWatch January 2017
BY Robbie Kelleher
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Forza Italia

Italian voters will go to the ballot boxes on 4th December to vote on reforming the Italian constitution. What will the referendum mean for the euro and the stability of the eurozone project?

Investing Insights December 2016
BY Paul Benson
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Global Healthcare

Has US presidential election affected the healthcare sector?

Investment Themes November 2016
BY David Hillery
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Global Infrastructure

Are we about to witness a massive global building boom?

Investment Themes November 2016
BY David Hillery
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Sterling Comes Up Trumps

Throughout the year many of the large moves around macroeconomic events have been played out in the currency markets. Sterling fell heavily following the Brexit referendum result but since Donald Trump’s victory in the US presidential election, it has strengthened versus the euro. In this article, David Collins, Investment Strategist, analyses the forecast for EUR/GBP for the end of 2017.

Investing Insights November 2016
BY David Collins
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