

Reasons to Put Your Money in a ‘Fragile’ Europe
15 snips Jun 7, 2024
Daniel Avigad, a partner and fund manager at Lansdowne Partners, dives into why Europe, despite its debt issues and regulations, could be a smart investment destination. He discusses the economic fragility of developed nations and the influence of AI on productivity, particularly in engineering sectors. Avigad highlights the need for strategic planning in sustainable investments and emphasizes untapped opportunities in innovative companies, especially in the automotive industry. His insights offer a compelling view on navigating the current investment landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating UK Tax: Pensions and ISAs
02:07 • 7min
Navigating the UK Housing Market and European Economies
09:31 • 7min
Navigating Productivity in an AI Era
16:29 • 11min
Navigating Economic Fragility and Investment Strategies
27:31 • 19min
Exploring the Economics of the Chicken Industry
46:32 • 2min
Unveiling Hidden Investment Opportunities
48:31 • 3min
Navigating Investment Strategies in a Changing Climate
51:27 • 4min