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Active management: Aligning portfolios with client goals

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Alex Davis Profile
Alex Davis
Investment Director
London

Insights By Alex Davis

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647293686
Article
4 min
Europe Equity Global Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Pricing power: a growing differentiator among European equities

Equity Portfolio Manager Thomas Horsey, Investment Director Alex Davis and Investment Specialist Arthur Lui examine why pricing power is becoming a growing differentiator among European equities.

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4 min
Article
2027-08-26
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2162228918
Article
4 min
Equity Stewardship Article Active management
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Succession planning: lessons for investors from three sectors

Equity Portfolio Manager Yolanda Courtines and Investment Director Alex Davis explore the importance of CEO succession planning for investors through three sector case studies.

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Yolanda Courtines
Yolanda Courtines, CFA
Alex Davis
Alex Davis
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4 min
Article
2027-01-01
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
View of a graphene molecular nano technology structure on a blue background - 3d rendering
Article
7 min
Active management Equity Stewardship Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How stewardship can bring perspective amid uncertainty

Portfolio Managers Yolanda Courtines, Sam Cox, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.

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Multiple authors

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7 min
Article
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
176727698
Article
5 min
Active management Large-cap Sustainability Fundamental equity Global Stewards Article
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Unlocking the full value potential of stewardship

Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.

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Yolanda Courtines
Yolanda Courtines, CFA
Alex Davis
Alex Davis
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5 min
Article
2025-10-31
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