Katherine Davidson

Highlight

Markets

31JAN 2019

Busting the millennial myth

Perspective: New research challenges the widely held view that millennials are genuinely different from previous generations

2017

JUNE

26JUN 2017

Markets

Are car loans a slow-motion car crash?

Wary of a repeat of the subprime mortgage crisis, investors are eyeing auto loans with rising suspicion. Are they right to worry?

2016

JUNE

16JUN 2016

Markets

Are the wheels falling off the autos sector?

Auto stocks have hit the skids as investors fear earnings have peaked. We discuss the sector’s outlook, including areas where we see potential for continued earnings growth, and whether stocks are now “cheap enough” regardless.

2015

OCTOBER

07OCT 2015

Markets

The VW emissions scandal: The death of diesel and the impact on the auto industry

Our specialists discuss the investment implications of the Volkswagen scandal for the auto industry and find pockets of opportunity where companies have been oversold.

AUGUST

03AUG 2015

Economics

Chinese autos - hitting the (Great) wall?

As the Chinese automobile market takes its foot off the gas, we examine the road ahead and find a number of speed bumps for both domestic and international brands.

JANUARY

27JAN 2015

Markets

The end of the road: has the developed world reached ‘peak car’?

From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.

2014

APRIL

01MAY 2014

Watch/Listen

Watch: 60 seconds with Katherine Davidson on self-driving cars

Katherine Davidson discusses the benefits of autonomous cars and some of the challenges this nascent market faces.