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 – 2 May 2025
Grayscale’s innovation proxy; Blue Owl is making waves; Lombard Odier and China’s energy transition; UBS and contrarian investing; Janus Henderson and robots; Berkshire Hathaway and much more.
