Davy Private Clients Insights

Publications

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 and events which impact on both the global economy and individual portfolios. A selection of these publications are listed below.

MARKETWATCH

MarketWatch is Davy Private Clients’ flagship publication. Published quarterly, MarketWatch provides investment analysis from our investment teams 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.

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.

FINANCIAL PLANNING INSIGHTS

The Financial Planning Insights series of white papers provides clients with expert views and timely updates from Davy Private Clients’ financial planning specialists. Previous papers include:

INVESTMENT COMMITTEE LETTER

The Davy Investment Committee meets every two weeks to assess and update the Davy investment view of global asset markets and the implications for how that view is best implemented in client portfolios. Representatives from each of Davy Private Clients’ investment teams sit on the Investment Committee. At the end of each month our global investment strategist, Brian O’Reilly, drafts a summary letter which outlines the Investment Committee’s conclusions to help clients stay on top of what’s driving markets.

MONDAY INSIGHT

Monday Insight is Davy Private Clients’ weekly update on global investment themes, market performance and stock ideas. Each week Monday Insight provides information, analysis and a rating on a selected stock to provide clients with possible investment ideas.

INVESTMENT THEMES

Davy Private Clients’ Global Investment Strategy Team publishes the investment themes and trends which they believe will be prevalent in the years ahead. The aim of choosing themes is to identify compelling opportunities that can drive profits across specific companies and industries before they are fully reflected in the price.

GLOBAL EQUITY INVESTOR

Global Equity Investor aims to provide insights on the major issues currently impacting global equity markets. Published quarterly, the in-depth report also analyses the performance of our global equity portfolios as well as outline the key developments in some of the companies within these portfolios during the preceding three months. 

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