Powe presented at the recent FSA Investment Forum in Singapore on “Lifting the lid on Europe’s strengths”.
In the video, he explains where he is finding opportunity, what he is avoiding and the biggest risk to his investment thesis.
Video: Man GLG on European growth investing
Avoid European companies that are too reliant on macro economics and focus on those with a strong market position, argues Rory Rowe, lead portfolio manager for the Pan-European equity growth strategy at Man GLG.
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FSA SPY
The FSA Spy market buzz – 17 January 2025
Astronauts and silver; Eastspring’s parseltongue; Janus Henderson’s contrarian Europe; Seinfeld on AI; A meritocratic fund; Bitcoin fizzes with Trumpian enthusiasm; Mug shot; Getting aggressive and much more.
