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Richard Pease: why I’m drifting away from high conviction

Citywire A-rated Richard Pease is steering clear of trying to monetise macro events but is keeping a close eye on the knock-on effect for ECB action in his equity investments.

In an exclusive interview, Pease, who runs the FP Crux European and FP Crux European Special Situations funds, talks through his current investment thinking and potential areas of interest.

Also, he reveals how his previously bearish stance on banks has softened slightly and why he isn’t dreading diversification by adding more stocks to his previously highly concentrated approach.

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