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.
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Ireland 2020: Planning for the Future

The current coalition parties in government have been praised for their management of the economy and public finances during the recession, pushing through difficult reforms and implementing a successful growth strategy attracting foreign direct investment. In this focus article, Chief Economist Conall Mac Coille looks at what issues need to be addressed if we are to have an economy fit for the 21st century.

MarketWatch October 2015
BY Conall Mac Coille
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Interview: Election 2016

Robbie Kelleher, Senior Investment Strategist at Davy, interviewed David Farrell, Professor of Politics at University College Dublin, to get his views on the political landscape in Ireland and an insight into his thoughts on the next general election.

MarketWatch October 2015
BY Robbie Kelleher
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Managing Emotions During Market Sell-Offs

The recent equity market sell-off and heightened volatility have led investors to question their allocations to equities. Eoin Corcoran, Head of Portfolio Construction, looks at the long-term evidence of this and offers some recommendations for investors.

MarketWatch October 2015
BY Eoin Corcoran
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Equities: The Great Fall of China

The collapse of the Chinese stock market over the summer has unnerved investors. David Hillery, Investment Strategist, looks at the background to the crash, whether it's a sign of worse things to come and what it means for the rest of the world.

MarketWatch October 2015
BY David Hillery
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Hedge Funds: The Long and the Short of It

Long/short equity funds have an impressive track record, beating equity markets over the long run and protecting investors through volatile markets. However, over the last few years, returns from these hedge funds have been less favourable. Michael MacGrath, Senior Analyst, Global Investment Selection, looks at whether investors should consider rethinking investing in this asset class.

MarketWatch October 2015
BY Michael MacGrath
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Succession Planning: Passing on your wealth in 2015

For many businesses and families, thinking long-term involves considering the safest and most sensible ways to pass on wealth to children. In this article, Deirdre Lyons, Tax & Financial Planning Strategist, looks at different options of good-practice succession planning.

Financial Planning Insights October 2015
BY Deirdre Lyons
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Keeping an eye out for the downside

It’s easy to forget the main lesson the crisis has taught us: ‘plan for the best, prepare for the worst’. In this article, Declan Hanley, Head of Financial Planning, considers some of the steps you can take so that you and your family are better placed to meet financial challenges.

Financial Planning Insights October 2015
BY Declan Hanley
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Inspiring Entrepreneurship in Children

Today’s children represent a chance to inspire opportunity and growth for everyone.

Cents for Kids October 2015
BY Marah Curtin
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Parents should beware the rising inheritance tax take

The recent recovery in the property market, together with a very restrictive inheritance tax regime, have raised concerns for many parents on how to pass on their properties to their children without burdening them with a big inheritance tax bill. In this article, Martin Kennedy, Financial Planning Consultant, explains how to prepare the most tax-efficient estate plan possible.

Financial Planning Insights October 2015
BY Martin Kennedy
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Practical steps for anyone impacted by the pension threshold

Budget 2014 introduced changes to the maximum allowable pension fund at retirement and reduced the Standard Fund Threshold to €2m. In this article, Colm Power, Senior Financial Planning Manager, looks at the most effective strategies that we have implemented for clients who have been impacted by these changes.

Financial Planning Insights September 2015
BY Colm Power
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