David Docherty

Investment Director, Thematics

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Markets

10SEP 2019

What is thematic investing and why should investors care?

Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities.

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2017

APRIL

18APR 2017

Economics

Shock UK election call could strengthen May's Brexit hand

UK Prime Minister Theresa May’s call for a snap general election could bolster her negotiating position with the EU and within her own party. This may potentially lead to a "softer" Brexit.

FEBRUARY

24FEB 2017

Markets

What will drive UK equities this year?

In his latest overview of UK equities, David Docherty discusses the issues likely to affect the stockmarket this year, including Brexit, US and European politics, and China.

03FEB 2017

Markets

Letter from America - part four: What will Trump's trade and defence policies mean for markets?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration. In part four of his findings, he examines Trump’s stance on trade and defence, and the implications for the wider world.

02FEB 2017

Markets

Letter from America - part three: Are markets over-optimistic on Trump's finance, energy and infrastructure policies?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part three of his findings, he discusses domestic policy areas including infrastructure and energy.

01FEB 2017

Markets

Letter from America - part two: What will be Trump's top legislative priorities?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part two of his findings, he discusses deregulation, tax reform and healthcare, which are likely to be the key areas of focus for the new president.

01FEB 2017

Markets

Letter from America - part one: How will Trump seek to govern?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part one of his findings, he discusses how Trump might govern and the constraints that could limit his room for manouevre.

2016

JANUARY

22JAN 2016

Markets

UK Equity Insight: China, commodities and monetary policy

In the first article of a new series, David Docherty and Rory Bateman consider some of the key issues facing UK equities in 2016 including China, commodity prices, monetary policy, political concerns and M&A activity.