In a recent European equities discussion hosted by Asset TV, Nick Davis gives his views on the outlook for financials in a low interest rate environment; what is driving the discrepancy between value and growth stocks; and the prospects for dividend growth from a European equity portfolio.
Nick Davis, CFA
Nick joined Polar Capital in September 2014 to set up the European Income team.
Prior to this, he was with Threadneedle where he managed the Threadneedle European Fund and Pan European Equity Dividend Fund, both of which were top quartile performers since inception. Nick was also deputy fund manager of the Threadneedle European Select Fund. Previously, he was a sell-side analyst at Sanford Bernstein and a chartered accountant with Deloitte.