November 2026
CIO update
Donough Kilmurray
Chief Investment Officer
I am pleased to share our latest CIO update in video format, where Emma Morgan, Head of Investments for Davy Select, joins me for a discussion on the developments currently shaping the investment landscape.
What we discuss
From the US midterm elections and the Anthropic IPO to the latest geopolitical developments, we consider some of the key issues influencing markets and what they mean for our current portfolio positioning. Please refer to the accompanying market data while viewing this recording. Note that the recording was made on the 6th November 2026.
You can watch the recording below
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