Event details




Thursday 4th March 2021

11:00 AM

60 mins

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Webinar Description:

Our expert panellists on Investment Week’s latest webinar will discuss how investors in Europe should best position themselves for the new economic cycle, which is likely to have very different characteristics from the last.

As well as identifying attractive investment opportunities in the region, the panel will give their views on Europe's path to recovery from Covid-19, how to protect portfolios from inflationary pressures and the best ways to avoid value traps. They will also assess the implications for European investors as ESG investing moves mainstream and the impact of Brexit.

Fund buyers on our panel will then tackle the issue of whether the unloved status of European equities may be about to change and reveal how they are gaining exposure to the region within their portfolios.


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Katrina Baugh

Editor-in-chief, Investment Week

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James Sym

Portfolio Manager of the ES R&M European Fund, River and Mercantile

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James graduated from the University of Cambridge with a degree in Natural Sciences. James joined Cazenove Capital in 2007 as a graduate trainee in Wealth Management before moving to the Pan European desk in 2008. In 2012 he launched the Cazenove European Income fund as co-manager and, following  the Schroders acquisition of Cazenove in 2013, was appointed manager of a number of continental and pan European equity products, ultimately managing over £2bn of client assets as well as forming the specialist European equity team at Schroders.

He joined River and Mercantile in June 2020 and is a member of the PVT equities team with responsibility for the European franchise.

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Daniel Vaughan

CFA, Director, Morningstar Manager Selection Services, EMEA

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Daniel Vaughan, CFA, is a Director within Morningstar’s Investment Management Group in the EMEA region, responsible for leveraging Morningstar’s global investment capabilities to provide best practice investment consulting for institutional clients and distributers across Europe and the Middle East. Daniel is a member of the manager selection services team responsible for building model portfolios and select lists of funds.

Daniel joined the investment management group in January 2016 having previously led Morningstar’s UK-based fund research in the Japanese and UK equity fund sectors. He also covered European and global equity as well as property funds. Daniel joined Morningstar in 2014 from S&P Capital IQ, where he had worked on the fund research team since 2006. At S&P, Daniel also focused, among other areas, on the UK equity and Japanese equity sectors and served as a senior member of the equity fund grading team.

Prior to S&P, Daniel worked for Bessemer Trust and Rathbones. Daniel has more than 20 years of investment research experience.

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Richard Philbin

Chief Investment Officer, Wellian Investment Solutions

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Richard is one of the UKs best known Multi-Manager investors and has previously been AA rated by OBSR, Citywire and S&P. Before joining Wellian, Richard was formerly the Chief Investment Officer at AXA Architas Multi-Manager where he helped them to grow with assets of over £7bn, and before that he was Head of Multi-Manager at F&C Investments where he launched the LifeStyle range of funds and grew assets to over £1bn during his tenure.