Katherine Davidson

Portfolio Manager, Global & International Equities

Highlight

Markets

25MAY 2018

Uber is not killing car ownership (yet)

In five years, Uber has grown from techie trouble-maker to a global ride hailing giant. But our obsession with owning cars remains as strong as ever.

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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.

FEBRUARY

06FEB 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 the market for automobiles in developed markets could be in decline.

2014

JUNE

18JUN 2014

Watch/Listen

60 seconds with Katherine Davidson

Katherine explores the technology behind self-driving cars and current barriers in bringing products to market.