Experts
Michael Davidson
Portfolio Manager, Emerging Markets
Mr. Davidson is an executive vice president and portfolio manager in the emerging markets group in the London office, focusing on local benchmark-oriented strategies as well as absolute return and ESG. He is a standing member of the emerging markets portfolio committee and has served as a rotating member of the European portfolio committee. Prior to joining PIMCO in 2017, Mr. Davidson worked as an emerging markets rates trader at HSBC and Barclays. He has 18 years of trading and portfolio management experience and holds an undergraduate degree in philosophy, politics, and economics from St Catherine's College, University of Oxford.
Latest Insights
Fixing Your Interest
Emerging markets are entering a new chapter and investors are taking notice. In this episode, Yacov Arnopolin, Portfolio Manager and co-chair of PIMCO’s emerging markets portfolio committee, and Michael Davidson, Portfolio Manager in PIMCO’s emerging markets group, provide practical insights on navigating EM - from sovereigns to corporates, FX to frontier bonds - in a world of shifting risks and opportunities.