Davy Private Clients Insights

MarketWatch

MarketWatch is Davy Private Clients’ flagship publication. Published quarterly, MarketWatch provides investment analysis from our Investment Committee across a wide range of topics. Topics include global, European and Irish economic outlooks and asset class performance, including equities, currencies, fixed income, property and alternative investments.
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
editorial List

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
editorial List

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
editorial List

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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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
editorial List

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
editorial List

The Interview: The Race to the White House

Ahead of the US presidential election, Alan Werlau spoke with Mona Sutphen, former White House Deputy Chief of Staff for Policy and keynote speaker at this year’s Davy Annual Conference, to hear her views on the possible implications of the result.

MarketWatch October 2016
BY Alan Werlau
editorial List

US Election: Politics in the Age of Discontent

How will the US election play out? Alan Werlau, Senior Investment Strategist examines the political polarisation of American society and the economic climate preceding the election and also looks at how the two presidential candidates will address the growing public discontent.

MarketWatch October 2016
BY Alan Werlau
editorial List

Republicans or Democrats: Who is Better for the Stock Market?

Republican or Democrat? David Collins, Investment Strategist, analyses historic equity market data to determine whether a Republican or Democrat president is better for the stock market.

MarketWatch October 2016
BY David Collins
editorial List

Infrastructure: The Foundation of Growth

Governments around the world are increasingly looking to fund new infrastructure projects. David Hillery, Investment Strategist, looks at infrastructure as an emerging investment theme.

MarketWatch October 2016
BY David Hillery
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