Davy Private Clients Insights

Investing Insights

The world is constantly changing and new challenges and opportunities are created every day. To help our clients grasp these opportunities, we have dedicated teams of analysts who continuously monitor global markets for game changing trends they see taking place in the world today. Investing Insights provide an overview of what we believe are some of the best investment opportunities.
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Mid-year Review and Outlook 2017

The first half of 2017 has seen a worldwide focus on geopolitics amongst other key developments. These developments are explained by Brian O'Reilly, Head of Global Investment Strategy, as he discusses how the global economy has performed, the main trends in financial markets in 2017 and the implications for market performance.

Investing Insights July 2017
BY Brian O'Reilly
BY Eoin Corcoran
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UK Election: Hung Parliament

The UK election has ended in a hung parliament. The latest projections have the Conservative party winning 318 seats of the 650 seats in parliament. This is 13 less than they had prior to the election and 8 seats short of what was needed for a majority (326).

Investing Insights June 2017
BY Brian O'Reilly
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UK Property: London’s Falling

More evidence is emerging that suggests London’s property market is coming under pressure. A recent article by the Guardian even reported that estate agents are offering cars, iPads and sound systems to entice buyers, which is a worrying signal that London’s property bubble is deflating.

Investing Insights May 2017
BY Ailbhe Tobin
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Negative Interest Rates – Testing Times for Corporate Deposits

Several Irish banks have recently begun charging certain corporate customers to hold cash on deposit, meaning companies sitting on excess cash reserves can expect little or no return if they merely park it in the bank. In this article, Robert McGlynn looks at the different possible solutions available to corporates looking to generate an adequate return on surplus cash in this negative interest rate environment.

Investing Insights March 2017
BY Robert McGlynn
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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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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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US Election: Will Trump’s Bite Be as Bad as His Bark?

Donald Trump’s come-from-behind victory in the US presidential election has shocked both US and global observers. In this article, Brian O'Reilly, Head of Global Investment Strategy, analyses the initial market reaction to the US election result and examines what we can expect from the new President.

Investing Insights November 2016
BY Brian O'Reilly
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US Election: Trump Victory and the Impact on Markets

The world awoke this morning to learn that the American public has elected Donald Trump as the new President-elect of the United States. Alan Werlau, Senior Investment Strategist, explains how Trump's victory may affect financial markets.

Investing Insights November 2016
BY Alan Werlau
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Brexit: How Weak Could Sterling Get?

The pound has hit new lows against the US dollar last seen in 1985. In this article, David Collins, Investment Strategist, debates on how much further sterling could fall and outlines the steps taken to defend the currency.

Investing Insights July 2016
BY David Collins
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UK Commercial Real Estate: The Dominoes Fall

Property was among the most impacted asset classes as a result of the UK referendum. Headlines about multinational companies moving their operations out of the UK spooked the market. In this article, Leonie Mac Cann, Senior Investment Analyst, explores the implications that Brexit will have on the property market.

Investing Insights July 2016
BY Leonie Mac Cann
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