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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Chinese Equity Markets

The developments in the Chinese stock market and the implications for other stock markets have dominated the headlines in the last few weeks. In this summary and video, Robbie Kelleher, Senior Investment Strategist, analyses the main reasons behind the recent turmoil.

Investing Insights August 2015
BY Robbie Kelleher
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Overseas Property Owner? New Regulation may impact your Estate planning

It is increasingly common for individuals to live in one country and own assets in another. The legal and tax regime can vary significantly from country to country, and it is not always clear which assets should fall under the jurisdiction of which country. Changes to EU regulations may have an impact on how you plan your estate.

Investing Insights August 2015
BY Caroline Kelly
BY Brian Walsh
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Real Estate: Building Out Your Portfolio

Real estate can be a valuable addition to an investor’s portfolio, offering an income stream, diversification and a degree of protection against inflation. This article is a summary of our ‘A Guide to Real Estate’, which discusses this key asset class, as well as outlining some of its benefits and risks.

Investment Guides August 2015
BY Michael MacGrath
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Encouraging Entrepreneurship: Tax regime for domestic business leaves much room for improvement

Is the current tax regime serving as an impediment to the establishment, growth and sustainability of enterprise in this country?

Financial Planning Insights August 2015
BY Deirdre Lyons
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Birthday FUN-raisers

Raising Charitable Children—because the world needs your child.

Cents for Kids July 2015
BY Marah Curtin
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Navigating the Bond Iceberg

Bonds are often considered risk-free investments. However, even small interest rate hikes, which are widely expected this year, could dent the value of pensions for unsuspecting investors. In this article, Brian O’Reilly, Head of Global Investment Strategy, and Brian Walsh, Director, Financial Planning, outline how bonds cannot be considered risk-free investments in periods of rising interest rates and explain why investors need to understand the different types of bonds they hold in their pensions.

MarketWatch July 2015
BY Brian O'Reilly
BY Brian Walsh
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Equities: Will Higher Interest Rates End the Bull Market?

Equities have had a phenomenal run in recent years. However, with the US Federal Reserve likely to raise interest rates later this year, David Hillery, Investment Strategist, looks at the impact rising rates will have on the recent bull market.

MarketWatch July 2015
BY David Hillery
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The Changing Face of Advice: An International Perspective

As part of our annual client survey we worked with Julie Littlechild, a leading industry expert on client engagement, to help us better understand our clients’ needs and expectations. In this article, Julie draws on research and insights from the US, the UK, Canada and Ireland to explain the changing face of financial advice.

MarketWatch July 2015
BY Julie Littlechild
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Life After the Euro? What Greece can Learn from Argentina

The ‘No’ vote in the recent bailout referendum has pushed Greece closer to an exit from the Eurozone. A Grexit could have a profound effect on the country and its economy, similar to Argentina when it defaulted on its debt and devalued its currency at the turn of the century. In this article, we look at the similarities between the Argentinian and Greek situations, and the similar outcomes Greece could face in a life after the euro.

Market Update July 2015
BY Brian O'Reilly
BY Philip Spain
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Greek Referendum: Greece says No

Sunday’s ‘No’ vote in Greece’s historic referendum on the latest terms of its bailout has once again pushed Europe into unchartered territory. Negotiations on new proposals by Greek Prime Minister, Alexis Tsipras, on how Greece intends to tackle its debt burden will take place in the coming week with a view to finding some sort of compromise. In this article, we look at the likelihood of that happening.

Market Update July 2015
BY Brian O'Reilly
BY Philip Spain
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