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.
editorial List

Fixed Income: Will the 1994 Crash be Repeated?

1994 was a year which many bond investors would like to forget, as bond markets crashed and many investors suffered huge losses in what subsequently became known as the ‘Great Bond Market Massacre’. Many now fear a repeat of 1994 with 10-year US Treasury yields rising by almost 1% since the start of May, eerily matching the early stages of the 1994 sell-off.

MarketWatch July 2013
BY Oliver Sinnott
editorial List

Is Europe Another Japan?

Back in the 1980s, Japan was the role model for global economic policy makers. It was seen as having achieved the most effective mix between free market and social structures and had the best potential for longer term sustainable growth rates.

MarketWatch July 2013
BY Brian O'Reilly
editorial List

Defined Benefit Pensions: an Unsecured Bond with your Employer

With companies facing increasing financial challenges and with anticipated legislative changes which may reduce the security of retired members’ entitlements, individuals holding Defined Benefit (‘DB’) pensions in company schemes should give serious consideration to the alternative Approved Retirement Fund (‘ARF’) option before making any retirement decisions.

Financial Planning Insights June 2013
BY Sandra Rockett
editorial List

America: The Empire Strikes Back

America is slowly emerging from the worst economic downturn since the Great Depression. Despite predictions of its demise as the world’s greatest superpower, we expect the US to reassert its economic and financial prowess over the next decade.

MarketWatch April 2013
BY Brian O'Reilly
editorial List

Commodities: America’s Energy Renaissance

Through the development of new technologies such as hydraulic fracking and horizontal drilling, America is on the cusp of an energy renaissance. In time, a move toward energy self-sufficiency will yield numerous advantages for the US economy.

MarketWatch April 2013
BY Brian O'Reilly
editorial List

Take Advantage of the Prevailing Pension Fund Limits

With the knowledge that the current pension tax relief regime is being reviewed, 2013 may be the last opportunity for individuals to accumulate a fund of up to €2.3 million; and/or take a pension lump sum of up to €575,000.

Financial Planning Insights March 2013
BY Sandra Rockett
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