Reconciling tactical and strategic views for pan-European equities
European equities have shown investors both euphoria and despair. Bibiana and Robin look at bridging the gap between stocks’ intrinsic value and market prices – looking at market sentiment and its effects on the real fundamentals of companies. There are pent-up returns and through using a strong investment framework you can uncover longer-term winners.
RecordedMar 16 201644 mins
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Moz Afzal, Global Chief Investment Officer, New Capital
2017 is set to be a year in which economic growth in developed economies will be just over 2%, although it remains to be seen if Trumponomics can deliver 4% growth for the US. We still prefer the US dollar and see oil prices unlikely to move above US$60-65 per barrel. Sector rotation will, we think, be an important theme of 2017 and it is right to stay with active rather than passive management. Uncertainty surrounding the Brexit process will remain, with sterling taking most of the strain, and with more political surprises potentially instore it would be prudent to expect the unexpected.
Jeff Li and Chris Chan explain how the New Capital Global Equity Conviction Fund takes a differentiated approach to equity investing. Looking for companies that can deliver value to shareholders independently of market conditions.
Bibiana Carretero explains how the New Capital Dynamic European Equity Fund takes a differentiated approach to equity investing. Looking for companies that can deliver value to shareholders independently of market conditions.
Joel Rubenstein, Lead Portfolio Manager & Chelsea Wilson, Equity Analyst, New Capital US Growth Fund
Discussing the ongoing shift in retail to online and mobile channels, and the resulting impact on traditional brick and mortar retailers. Join us on this webinar to find out who is winning and losing vs. Amazon in the market share game, and how the millennial generation is shifting their focus to purchasing experiences over material goods.
Our Portland based US equities Portfolio Managers, Don Klotter and Joel Rubenstein, discuss where they see growth opportunities in the current market environment. Innovation & disruptive business models lead the way.
New Capital is a specialist investment house, with high-conviction funds designed to produce long-term outperformance for clients. New Capital is a brand of EFG Asset Management, the investment arm of global private banking group EFG International.
New Capital UCITS funds are accessible via over 20 platforms and are registered for sale in Austria, France, Germany, Hong Kong, Luxembourg, Singapore (accredited investors only), Spain, Sweden, Switzerland, The Netherlands and UK.