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Investment Insight Series: Thematic Calls

Our video series provides an insight into global market trends in investing.

Watch the videos

The world is constantly changing and new challenges and opportunities are created every day. To help grasp these opportunities, we have dedicated teams of analysts who continuously monitor global markets for game changing trends that they see taking place in the world today. Our Investment Themes are a summary of what we believe are some of the best investment opportunities available today. We believe these sectors will continue to see exponential growth in earnings this year and beyond. As such our thematic calls are essentially our “best ideas”.

The videos below are recordings from our Investment Insight Series which were produced to provide more colour, detail and background to the opportunities that we believe exists in these areas. To best effect these broadcasts, we have enlisted the help of world class experts to educate us on the continued possibilities that we believe lie ahead. They are passionate and knowledgeable in equal measure on their respective areas of expertise. Like all good speakers, their genius is in making the complex simple.

Watch the videos below.

Thematic Calls: Focus on Life Sciences with Professor Luke O’Neill

In this webinar, Aidan Donnelly, Head of Equities in Davy Private Clients, is joined by Professor Luke O'Neill to discuss life sciences.

Thematic Calls: AI & Robotics and Cybersecurity

In this webinar, Eoin Corcoran, Head of Portfolio Construction in Davy Private Clients, is joined by Clare Dillon to discuss AI & robotics, and cybersecurity.

Thematic Calls: Focus on AI & Robotics with Adam Dalton

In this webinar, Aidan Donnelly, Head of Equities in Davy Private Clients, is joined by Adam Dalton, CEO and co-Founder, Robotify to discuss AI & Robotics.

Thematic investing at Davy

Life Sciences

Cyber Security

AI & Robotics

Climate Change

China A i.e. Chinese Domestic shares

Value Call

Let's start the conversation.

Investors fear bear markets but they should really fear missing out on bull markets. Investing is complex however, and growing wealth is a marathon not a sprint. Our job is to deliver superior investment returns for our clients as well as advising on the correct mix of investment strategies. Talk to us today to access a personalised investment strategy focused on success.

Philip Lowe
Director, Davy Private Clients


Philip Lowe