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 – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
