Insights ​​​​​​​- Lansdowne Partners

Show:

Peter Davies spoke with Christian Mayes at Portfolio Adviser, who was interested to hear his views on why we believe UK banks represent a compelling contrarian opportunity
10 September 2025

Themes investors can no longer ignore

Daniel Avigad discusses how political fragmentation and shifting regulatory structures are reshaping European investing and creating potential for long-term renewal.
28 August 2025

Europe’s forgotten equities offer value, growth and strong cash flows

Jonathon Regis outlines where long-term opportunities may lie from banks to semiconductors in this MoneyWeek article.
15 August 2025

Europe's obstacles make innovation essential, says vet PM

Daniel Avigad recently spoke with Citywire Selector’s Olivia Bybel about why Europe's structural challenges—from resource scarcity to internal market fragmentation—are now creating compelling opportunities for investors.
31 July 2025

Europe: Old World, New Gains?

Quilter Cheviot’s Jonathan Raymond and James Hughes recently hosted Daniel on their 'Taking Stock: After the Bell' podcast, where he discussed how structural shifts, regulatory developments, and geopolitical pressures are reshaping the outlook for European equities.
4 July 2025

Peter Davies on W1M Podcast: Why Invest?

Peter Davies speaks with Luke Hyde-Smith from W1M Wealth & Investment Management to discuss his career journey, investment approach, and the key themes driving the firm’s strategy.
3 July 2025

Europe needs to solve its own tariff issues for its equities to perform

Lansdowne European Strategy Portfolio Manager, Daniel Avigad, shares his insights with the FT Adviser on why Europe's evolving regulatory and geopolitical landscape could unlock a resurgence in European equities.
26 June 2025

Europe's investment potential: Stocks are cheap and ready to rise

Lansdowne European Strategy Portfolio Manager, Daniel Avigad, recently spoke with MoneyWeek’s Andrew van Sickle to discuss the team’s investment process and the opportunity for active investing in Europe.
2 June 2025

The UK Scale Up Opportunity

Peter Davies, Head of the Developed Markets Strategy at Lansdowne, recently sat down with Money Maze’s Simon Brewer to explain why he’s launching a new scale up fund to tap into some of Britain's most exciting and innovative businesses.
8 May 2025

Lansdowne Partners CEO Brian Heyworth: ‘Challenges never frighten me’

Four years since joining Lansdowne, our CEO, Brian Heyworth, spoke with Financial News’ David Ricketts to discuss the firm’s transition into long-only funds, the growth of the business and our top industry talent.
3 April 2025

Opportunities in Europe amid a new world order

Lansdowne’s Portfolio Manager, Jonathon Regis, shares insights on the opportunities in European banks and building materials in the recent Investment Week article.
17 March 2025

Shares I Love: Michelin

Lansdowne's European Strategy Portfolio Manager, Daniel Avigad, shares his thoughts on Michelin's dominance in the tyre market in a recent Shares I Love article by Valentina Cipriani
25 February 2025

The thriving UK sector where there is a ‘generational opportunity’ to bank returns

Lansdowne Partner’s Portfolio Manager, Peter Davies, highlights a compelling case for UK and Irish retail banks in a recent Trustnet article by Matteo Anelli.
20 February 2025

The chances of a European comeback – and funds picks to take advantage

Daniel Avigad discussed his thoughts on the European macro environment with Matteo Anelli at Trustnet.
10 February 2025

Daniel Avigad with The Mail On Sunday’s Jeff Prestridge

Daniel offers an insight on his leadership of the Lansdowne European Special Situations fund, highlighting the team's strategy and the unique investment opportunities across Europe.
26 January 2025

Jonathon Regis and Nigel Hikmet on Citywire: The Wealth Show

Listen to Jonathon Regis and Nigel Hikmet discuss the firm’s evolution and insights on navigating today’s market challenges.
18 December 2024

Daniel Avigad on Interactive Investor’s Podcast with Kyle Caldwell

Listen for the full recording of Daniel discussing Europe’s Investment case on Interactive Investors ‘On the Money’ Podcast with Kyle Caldwell.
5 December 2024

Citi Client Perspectives: Peter Davies

14 November 2024

Peter Davies on Algy’s Investment Podcast

Full recording of Peter’s conversation with Algy Smith-Maxwell to discuss where Peter sees the opportunities over the next 5 years and the key growth drivers.
25 September 2024