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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.
Recorded Mar 16 2016 44 mins
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Presented by
Robin Milway (Senior Portfolio Manager) and Bibiana Carretero (Senior Portfolio Manager), EFG Asset Management
Presentation preview: Reconciling tactical and strategic views for pan-European equities

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New Capital Funds by EFG Asset Management
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.

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  • Title: Reconciling tactical and strategic views for pan-European equities
  • Live at: Mar 16 2016 11:00 am
  • Presented by: Robin Milway (Senior Portfolio Manager) and Bibiana Carretero (Senior Portfolio Manager), EFG Asset Management
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