Davy

This week’s guest on Everyday Business with Aidan Donnelly is Jackie (Jac) Dunne, MBA, CEO of Dimply. Be sure to tune in this Thursday, 3rd April here - https://lnkd.in/g79nwCAS  Dimply  is an innovative, no-code, new generation customer experience platform designed specifically for financial services. It enables organisations to leverage any data source available to deliver hyper-personalised digital experiences, regardless of complexity, at scale. Don’t forget to like, share and subscribe if you like what you hear.

The Davy Digest is our weekly roundup of market trends, topics, and news from Paul Nicholson, CFA, Head of Investment Strategy at Davy, and members of our Investment Strategy team. President Trump intends to improve the US trade balance using tariffs and other measures. These efforts have created unprecedented near-term distortions to trade flows. Knowing that tariffs are imminent, companies are trying to import as many goods as they can at pre-tariff prices, causing a large deterioration in the US goods trade balance. Read more in this week's Davy Digest - https://lnkd.in/dj9KK_sZ

Sustainability is increasingly vital for businesses across all sectors, driven by compliance, customer demands, cost savings, reputation and even talent attraction. In a recent article in the Irish Times and Examiner, Dr Dorothy Maxwell FICRS Dip IoD MInstD, Head of Sustainability Advisory at Davy Horizons, highlights how family businesses, with their long-term focus and legacy, are well-positioned to embrace sustainability. Dorothy outlines key steps for businesses ESG journeys, including identifying impacts, engaging senior leaders and implementing strategies with measurable KPIs. Learn more:

Understanding the upcoming changes to UK inheritance tax legislation is crucial for effective pension planning. Our latest article by Susan McNickle, Pensions Specialist, Davy UK, in Business Eye Magazine delves into how these changes, effective from April 2027, will impact pension funds and estate planning. Learn about the potential effects, proposed actions, and how to navigate these new regulations to best secure your financial future. Read more: https://lnkd.in/gRtKAswi

We were proud to sponsor the Arc Fashion Show in the RDS last night, which was filled with creativity, style, and most importantly, support for a great cause. A huge thank you to everyone involved, especially ARC Cancer Support Centres, the designers, models, and attendees who made it a night to remember. #ARCCancerSupport #DavySponsorship

We recently co-hosted the Irish Green Building Council Irish Green Building Council’s monthly ‘Lunch and Learn’ event. Davy Horizons offered their expertise, introducing the Corporate Sustainability Reporting Directive (CSRD), clarifying who falls under its scope, and giving their insight into how to prepare for compliance. Thank you to the IGBC for the invitation, a special thank you to the members who joined, and for their questions which drove an engaging and impactful conversation. Dr Dorothy Maxwell FICRS Dip IoD MInstD | Jonathan McKeown, CIFD | Helen Kavanagh | Seána Carty | Ellen McElligott Gill, MPA | Patrick Barry

With geopolitical instability causing a switch in fortunes between US equities and many stocks across Europe, Canada, Mexico and China, our Head of Investment Advisory & Executive Only, Gary Connolly, spoke to Newstalk's Joe Lynam about the current state of the financial markets and what this means for investor behaviours. Listen here:

We are pleased to host our webinar on Institutional Cash Management in 2025 on 1st April at 12.30pm. We hope you can join us for a focused discussion on the management of reserves. Our speakers will provide valuable insights on treasury policy and the evolving outlook for cash as an asset class against the current backdrop of inflation and interest rates.   We will also outline some of the low-risk, liquid strategies currently available to Irish institutions.  Register through this link - https://lnkd.in/eEqvYNqw

‘I’ve always believed stock prices drive narratives and not the other way around. However, in the post-Trump election environment, I’m wavering in this belief. Trump's tweets, policy decisions, and trade war rhetoric are having a direct influence, and in many cases, are counter intuitive.’ In our latest insight, Gary Connolly, Investment Director, discusses how the markets are reflecting a shift in investor sentiment about the US economy. Canadian, Mexican, and European equities are outperforming the S&P 500, while US stocks lag. The dollar has weakened, bond yields are falling, and big tech share prices have reversed course. Can this be attributed entirely to Trump? Or are market movements driving our attempt to provide a coherent narrative? Read the full article here https://lnkd.in/eYrxhGSn

Germany has approved a fiscal package to boost defence spending and investment in infrastructure. €1 trillion spending plan marks a significant shift in their fiscal policy. Previously, their debt brake made them more frugal than other countries. This fiscal infusion will increase their debt pile relative to the size of their economy, however compared to many other nations, such as the US and Japan, they remain in good shape. Read more in this week's Davy Digest - https://lnkd.in/eQuf-KGt