Investment Tour de Europe
If I told you that I was writing this week’s article whilst cycling on an exercise bike, you...
Ben Griffiths, manager of T. Rowe Price European Smaller Companies Equity talks us through the investment outlook and opportunities in pan-Europe. With a Brexit decision made we found out how it’s affected companies [0:40] and the market [2:00] before diving into the fund.
Ben talks us through opportunities in the UK [3:23] including computer games [5:07] and Trainline [10:15] before moving to emerging Europe [6:20]. Focusing on Russia [7:03] in particularly Ben tells us more about the Amazon of Russia [7:30]. We finish with the funds top holding Shop Apotheke [11:26] an online pharmacy in Germany and Ben’s long term favourite, MIPS [13:15] a safety technology for helmets.