Davy Research

Markets & indices

Markets & indices

Global equities extend gains in February; MSCI AC World Index adds 2.8%

The MSCI AC World Index advanced for the fourth consecutive month in February. It has now climbed 8.8% since the end of October and 4.3% in the first two months of 2017. Developed...

Mar 1 2017 | Jim O'Neill , Jenny Campbell , Colin Richardson | Monthly Market Monitor | 23 pages

A decent start to the year: MSCI AC world index adds 1.5%

Global equity markets continued their rich vein of form in January, advancing 1.5%, marking the best start to a year since 2013. The recent strong run started with the election of...

Feb 1 2017 | Jim O'Neill , Jenny Campbell , Laura Chambers , Colin Richardson | Monthly Market Monitor | 22 pages

Davy Research conviction list records solid performance in January; adding IAG

The Davy Research conviction list has started the year well with six of the seven names outperforming the benchmark. We are happy to keep these names on the list, and are adding IAG,...

Feb 1 2017 | Barry Dixon | Sector Report | 14 pages

Global markets continue to rise in December; MSCI AC world index adds 2.4% to bring 2016 advance to 6.8%

The MSCI AC world index gained 2.4% in December, capping a very strong H2. The index climbed 8.4% in the second half of the year after advancing in five of the final six months. This...

Jan 3 2017 | Jim O'Neill , Laura Chambers , Jenny Campbell , Colin Richardson | Monthly Market Monitor | 23 pages

Conviction calls for 2017: focus on growth, strength and returns

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For 2017, we are introducing the Davy Research Conviction List, comprising the highest conviction ideas from the 120 stocks we cover. Our ideas are based on deep fundamental knowledge...

Jan 3 2017 | Barry Dixon | Research Report | 11 pages

Irish Stock Exchange updates constituent free floats following scheduled Q4 review

The Irish Stock Exchange (ISE) has published updated free floats following its scheduled fourth-quarter review on Friday, December 9th. The changes will be applied to the ISE indices...

Dec 12 2016 | Laura Chambers | Sector Report | 2 pages

Trump win propels global equities forward; MSCI AC world index adds 1.9%

The MSCI AC world index advanced 1.9% in November, wiping out the 0.6% loss of the previous month. The gain extends the year-to-date return to 4.3%. The index performed strongly in the...

Dec 1 2016 | Jim O'Neill , Laura Chambers , Jenny Campbell , Colin Richardson | Monthly Market Monitor | 23 pages

Monthly winning streak comes to an end; MSCI AC world index falls 0.6%

The MSCI AC world index fell 0.6% in October, the first monthly decline since June. The fall reduces the year-to-date return to 2.3%. The damage was largely inflicted during the final...

Nov 1 2016 | Laura Chambers , Jenny Campbell , Jim O'Neill , Colin Richardson | Monthly Market Monitor | 22 pages

Winning streak continues for global markets in September; strong Q3 gains posted

Global markets advanced – if narrowly – for a third successive month, providing strong third-quarter gains. The MSCI AC world index rose 0.05% in September, bringing the Q3 climb to 4.6%...

Oct 3 2016 | Jim O'Neill , Colin Richardson , Jenny Campbell | Monthly Market Monitor | 22 pages

Global markets rally in August despite US rate hike uncertainty

Global equity markets continued their advance with the MSCI AC World Index up 0.5% following a 4.0% gain in July. It is now up 2.9% year-to-date. The MSCI World Developed index rose 0.2%,...

Sep 1 2016 | Laura Chambers , Jenny Campbell , Colin Richardson | Monthly Market Monitor | 23 pages

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