Name: Europe: why now?
Uploaded: 2022-10-17
Duration: 34 min
Description: Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.

Singapore

Institutional and accredited investors

This website is intended only for Institutional Investors and Accredited Investors based in Singapore. If this is not suitable for you, please click “Change” below. If you confirm these details are correct, we'll save this information.

The details you select will be saved for 90 days.

01. Your location

Singapore

02. Your user type

User type not listed?

View all investment strategies
Investment style
High growth
Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
Flexible growth
Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
Core growth
Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Fixed income 
Targeting company and government bonds with a focus on long-term outcomes.
Equity income and multi-asset income
Seeking both dependable income and long-term capital growth.
Investment style
Equities
Global equities
Emerging markets equities
Private companies
Asia equities
China equities
Japan equities
Europe equities
UK equities
US equities
Multi-asset and Fixed Income
Balanced and multi-asset
Fixed income 
Investment style
Integrated
Considering environmental, social and governance matters among other factors that may affect returns.
ESG focus
Investing in assets that have sustainability characteristics relating to environmental and/or social matters.
Impact
Backing companies that have the potential to make a positive measurable change and create long-term growth.
Funds
Insights

About us
Careers

This video is archived and some details may be out of date.

Overview

Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.

Overview

Related insights

China Q3 update

October 202412 minutes

Discovery Q3 update

October 202412 minutes

Emerging Markets Q3 update

October 202416 minutes

Related funds

Worldwide Pan-European Fund

Related investment strategies

Europe ex UK

Pan Europe

October 2024
12 minutes

October 2024
12 minutes

October 2024
16 minutes