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.
Korean AI-driven investing, The wisdom of Nvidia, Goldman Sachs and active good news, The sheer size of the top ten, Ferris Bueller and Trump’s tariffs, A trillion here - a trillion there, and much more.
Part of the Mark Allen Group.