William Davies
William Davies

William Davies

CIO, EMEA & Global Head of Equities

Latest articles

28 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.
Read time - 5 min
16 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
Read time - 7 min
10 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.
Read time - 8 min
20 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.
Read time - 8 min
20 April 2020

Recession 2020: how deep and how long? | Asset TV Virtual Masterclass

The speed and depth of the fall off in economic activity has been unprecedented. But what sort of recovery should investors be thinking about, when is it likely to happen, and what does it mean for portfolios? Our experts give their answers on the short- and longer-term implications for markets.
Read time - 3 min

Latest articles

28 May 2021

William Davies

CIO, EMEA & Global Head of Equities

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.
Read time - 5 min
16 December 2020

William Davies

CIO, EMEA & Global Head of Equities

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
Read time - 7 min
10 December 2020

William Davies

CIO, EMEA & Global Head of Equities

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.
Read time - 8 min
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