Simon Davis Co-Head of Equities

Funds managed

Fact sheet Annual Semi-annual
Europe Equity Fund
International Equity Fund

Blog posts

Just how cheap are European equities?


Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.

Proceeding toward Brexit: The risks for investors


With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.

Why Brexit would spell trouble for the United Kingdom


Several risks exist for U.K. stocks and European markets if what is known as Brexit wins approval from British voters.