

Opportunities available in equity markets over the next 5 years | Peter Davies
Sep 25, 2024
In this conversation with Peter Davies, Head of Lansdowne's Developed Market Strategy, he shares insights from his impressive investment career. He discusses the evolution from hedge fund strategies back to long-term client-focused investments. Peter explores the potential of share buybacks and bank performance in a rising interest rate environment. He highlights the innovative contributions of UK universities to economic growth and emphasizes the importance of personal investment philosophies for aspiring finance professionals.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Investment Shifts: From Hedge Funds to Long-Term Strategies
01:49 • 18min
Exploring Investment Strategies: Share Buybacks and Bank Growth Potential
19:44 • 3min
Navigating Equity Markets: Strategies and Disciplines
22:16 • 9min
Navigating Broker Research and Investment Strategies
31:11 • 16min
Unlocking Growth Through University Innovation
46:57 • 3min
Navigating Personal Investment Philosophies and Industry Insights
49:47 • 5min