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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Time to check your balance?

Your hard work has paid off. Now what? Marah Curtin, Associate Director at Davy Private Clients, explains the implications of holding on to large single-stock positions by senior executives who are often compensated in stock options.

Investing Insights June 2018
BY Marah Curtin
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European Recovery Favours the Banks

How is the European Recovery affecting the banks?

Investment Themes June 2018
BY David Hillery
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Profile on Vincent Carton. No substitute for passion as Carton family’s chicken run ends

How to start a conversation about succession of the family business with your children? We talk to Vincent Carton, Managing Director of Manor Farm, about his decision not to force the next generation into the family business.

Insights for Business Owners June 2018
BY Vincent Carton
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How plenty of 'prattle' can help families avoid a succession battle

Talking about the business and understanding individual and shared purposes is a recipe for success in family business according to Dr Annelie Karlsson, Executive Director of Family Business Network Sweden, who shares her views on succession planning.

Insights for Business Owners June 2018
BY Dr. Annelie Karlsson
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Family Charters

Michael Walsh, chief executive of Woodford Capital and board member of the Family Business Network explains the importance of developing a family charter for family-run businesses.

Insights for Business Owners June 2018
BY Michael Walsh
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The Evolution of Socially Responsible Investing

Keith Williamson, Investment Analyst examines the world of socially responsible investing, the fastest growing area of the investment management industry.

MarketWatch May 2018
BY Keith Williamson
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Trinity College Divests From Fossil Fuel

MarketWatch sat down with Ian Mathews, CFO of Trinity College Dublin, to discuss their recent decision to divest from fossil fuels.

MarketWatch May 2018
BY Brian O'Reilly
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How to Build an SRI Portfolio

Patrick McLaughlin, Senior Portfolio Construction Analyst and Brian Kennedy, Fund Manager, Davy Asset Management discuss the key drivers behind the massive growth in SRI investing and the process of building an SRI portfolio.

MarketWatch May 2018
BY Patrick McLaughlin
BY Brian Kennedy
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Ireland: Economy Goes from Strength to Strength

With the Irish economy firing on all cylinders, Chief Economist Conall Mac Coille looks at the booming housing market and our reliance on multinationals as a key source of growth.

MarketWatch May 2018
BY Conall Mac Coille
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Equities: What to Make of the Recent Market Sell-Off

Senior Investment Strategist David Hillery focus on what triggered the most recent sell-off and what we think will drive the market from here.

MarketWatch May 2018
BY David Hillery
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