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

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
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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
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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
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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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5 Considerations for Transferring Assets to Your Children

Helping your children financially can give them a solid platform for the rest of their lives. Brian Walsh, Director of Financial Planning, considers a number of important emotional and practical questions to be addressed before taking that step.

Financial Planning Insights September 2016
BY Brian Walsh
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The 'B' Word

Introducing your children to budgeting from their earliest earnings, be that from pocket money or generous relatives, can be an invaluable experience for them.

Cents for Kids September 2016
BY Sorcha O'Connor
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Philanthropy for Individuals and Companies

The way in which individuals and companies are giving to charities is changing. In this article, Deirdre Lyons and Clare Collins outline how investment advisers are dealing with the evolving philanthropic needs of their clients.

Financial Planning Insights August 2016
BY Deirdre Lyons
BY Clare Collins
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When I Grow up I Want to be…

Helping your children recognise what they are good at now will stand to them when they consider a career path later on.

Cents for Kids August 2016
BY Sorcha O'Connor
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Brexit: The Long Goodbye

On the morning of 24th June, the world awoke to a stunning reality. The UK had voted to leave the European Union. The vote to leave was the beginning and not the end of the exit process. In this article, Brian O’Reilly, Head of Global Investment Strategy, and Alan Werlau, Senior Investment Strategist, analyse the Brexit referendum result and look at the path the UK must take to leave the EU.

MarketWatch July 2016
BY Brian O'Reilly
BY Alan Werlau
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Summer Savings

Summer months can be the perfect time to instil positive saving habits in your child.

Cents for Kids July 2016
BY Sorcha O'Connor
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