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In a Trustnet article, Daniel Avigad, Portfolio Manager of the Lansdowne European Strategy, spoke with Emmy Hawker to unpacks how Europe’s fragmented governance is holding back its push for true strategic autonomy and why rising political, market and geopolitical pressures could create opportunities for investors.
23 February 2026
Pete Davies, Head of Developed Markets Strategy at Lansdowne Partners, recently joined Algy’s Investment Podcast to discuss where the risks and rewards may lie over the next decade.
12 February 2026
Peter Davies, Head of Developed Markets Strategy, recently joined the Omelas podcast to share his perspective on today’s developed markets — including where fundamentals are improving.
19 December 2025
Developed Markets Team Insights
18 December 2025
Daniel Avigad, believes to compete globally, Europe should invest in its foundational players, just as the U.S. did with AT&T.
9 December 2025
Developed Markets Team Insights
3 December 2025
Peter Davies joined Susannah de Jager on the Oxford+ Podcast to discuss his view on how the future of funding must evolve to support long-term innovation.
3 November 2025
In a recent Trustnet interview with Jonathon Jones, Pete Davies discusses why reassessing portfolio construction is essential in today’s evolving environment.
29 October 2025
Daniel Avigad explores what Europe can learn from Argentina’s radical reinvention under President Milei.
23 October 2025
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
Daniel Avigad discusses how political fragmentation and shifting regulatory structures are reshaping European investing and creating potential for long-term renewal.
28 August 2025
Jonathon Regis outlines where long-term opportunities may lie from banks to semiconductors in this MoneyWeek article.
15 August 2025
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
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 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
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
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
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
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
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
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
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
Daniel Avigad discussed his thoughts on the European macro environment with Matteo Anelli at Trustnet.
10 February 2025
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
Listen to Jonathon Regis and Nigel Hikmet discuss the firm’s evolution and insights on navigating today’s market challenges.
18 December 2024
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
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
Excerpts from Peter’s views on UK equities
7 June 2024
Princay Team Insights (No.3)
27 November 2023
Excerpts from Peter’s discussion with Richard Oldfield at LVIC earlier this year
21 October 2022
European Long Only Team Insights (No. 7)
17 October 2022
Princay Team Insights (No.2)
15 September 2022
Greater China Team Insights (No. 1)
18 August 2022
Princay Team Insights (No.1)
5 August 2022
European Long Only Team Insights (No. 6)
18 July 2022
European Long Only Team Insights (No. 5)
29 April 2022
European Long Only Team Insights (No. 4)
26 April 2022
European Long Only Team Insights (No. 3)
22 April 2022
Money Maze Podcast
7 April 2022
Presented by Daniel Avigad
14 December 2021
Presented by Yang Wu and Xing Zhao
19 November 2021
European Long Only Team Insights (No. 2)
29 July 2021
Money Maze Podcast
27 July 2021
Eirik Hogner discusses the future of electric vehicles.
27 May 2021
European Long Only Team Insights (No. 1)
19 May 2021
David Craigen discusses the future of short selling.
25 February 2021
