William Davies
William Davies

William Davies

CIO, EMEA & Global Head of Equities

Latest articles

May 2021

Economic forecasts

William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.
December 2020

Style rotation towards value is a temporary phenomenon

William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
December 2020

CIO EMEA outlook 2021 - knowns and unknowns after a tumultuous year

We see three themes dominating 2021: the development of a Covid-19 vaccine; the political make-up of the US following the November election; and Brexit.
September 2020

How best to approach climate change risk management?

Chris Wagstaff considers how asset owners might best approach climate change risk management by adopting a number of non-mutually exclusive mitigating actions to address transition and physical risks.
July 2020

Investment style rotations - growth versus value

Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles – such as growth, quality and value – will outperform at different points as investors rotate in and out depending on their outlook.

Latest articles

May 2021

Economic forecasts

William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.
December 2020

Style rotation towards value is a temporary phenomenon

William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets
December 2020

CIO EMEA outlook 2021 - knowns and unknowns after a tumultuous year

We see three themes dominating 2021: the development of a Covid-19 vaccine; the political make-up of the US following the November election; and Brexit.
Load more articles