Lansdowne Partners' Peter Davies on Finding Edge in Developed Markets

About this episode

Peter Davies discusses balancing valuation, capital cycles, and real world risk in developed markets.

Join us as senior partner Peter Davies delves into balancing valuation, capital cycles, and real world risk in today's rapidly evolving markets. Disclaimer: The material provided is intended for informational purposes only and does not constitute investment advice. The opinions and views expressed may not necessarily reflect the institutional views of Lansdowne Partners or its affiliates.

People in this episode

Host: Aryaman Varma

Guest: Peter Davies

Topics covered

• valuation
• capital cycles
• real world risk
• developed markets
• investment strategies

Keywords

• valuation
• capital cycles
• risk management
• developed markets
• investment advice

Mentioned in this episode

Organizations: Lansdowne Partners

More episodes of Omelas

• Eli Bartov: Can You Really Trust the Numbers? · June 4, 2026 · 38 min
• Dr. Miriam Merad | Your Immune System Might Be Hurting You - Not Helping You · April 2, 2026 · 37 min
• Pete Briger - Fortress Co-Founder and Co-Chairman · December 3, 2025 · 21 min
• Mark Hantho on Banking, Risk, and the Future of Capital Markets · November 6, 2025 · 27 min
• Jamie Beaton: Innovating with Crimson Education · October 10, 2025 · 23 min
• Holistic Health with Reeva Misra · September 13, 2025 · 29 min