Nicholas DavidsonSenior Portfolio Manager—Equities 14 Years at AB 32 Years of experience Nicholas Davidson joined AB in 2005 as a Senior Portfolio Manager. He works with clients across a range of AB’s global and regional equity services, and comanages the Global Equity Income Portfolio. Davidson was previously a consultant with McKinsey & Company, serving clients in the telecommunications and media industries and in the public sector. Prior to that, he worked as a civil servant on trade and telecommunications policy in the UK’s Department of Trade & Industry and in the British Embassy in Washington, DC. Davidson holds an MA in history from the University of Oxford and an MBA from Georgetown University. Location: London
November 14, 2019 Energizing Europe: Regional Markets Show Signs of Recovery by Nicholas Davidson European stocks have outperformed US equity markets in recent months, after several years of underperformance. Is this the start of a longer trend? It’s too soon to say, but some unfolding developments could signal a reversal of fortune for a long-unloved asset class. Equities Likes 0 SHARE Bookmarks
October 13, 2012 Investors Vote for Equities as Japanese Elections Near by Takeo Aso, Nicholas Davidson Current bearishness on the yen is reigniting investors’ interest in Japanese equities. In our view, yen weakness is likely to continue and may help boost the Japanese equity market, with undervalued companies poised to benefit most. Currency, Economics, Equities Likes 0 SHARE Bookmarks