William Davies
William Davies

William Davies

CIO, EMEA & Global Head of Equities

Latest articles

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

Latest articles

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
20 July 2020

William Davies

CIO, EMEA & Global Head of Equities

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
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