William Davies
William Davies

William Davies

Global Chief Investment Officer

Latest articles

March 2022

CIO outlook: market volatility, oil and interest rates

Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
February 2022

Investors confront volatility as Russia invades Ukraine

Markets reacted strongly this week to news that Russia invaded neighbouring Ukraine. The world has been watching tensions in the region escalate since the beginning of year.
February 2022

Reaction to the latest development in Ukraine

As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.
January 2022

Investment Outlook 2022 with William Davies

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
December 2021

Changing monetary environment sets the backdrop for a year of change in 2022

2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.

Latest articles

March 2022

CIO outlook: market volatility, oil and interest rates

Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
February 2022

Investors confront volatility as Russia invades Ukraine

Markets reacted strongly this week to news that Russia invaded neighbouring Ukraine. The world has been watching tensions in the region escalate since the beginning of year.
February 2022

Reaction to the latest development in Ukraine

As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.
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