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.
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.
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