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LA Forum's video centre is where you will find what the industry experts have to say in their own words.
The managers video area includes continuing professional development (CPD) accredited tutorials, which provide a convenient online resource of educational material.
Here you will find a wide variety of learning tools pulled together into topic-specific online areas. Viewers can build a CPD record by registering their details on the site, new skills and knowledge videos will be uploaded on a regular basis.
Please feel free to suggest a topic you’d like to see included on the site, contact: enquiries@laforum.co.uk.
New Capital - Europe: Separating macro from the micro and why business continues to thrive
Many local European companies are thriving even in the midst of political uncertainty and economic malaise. We will explain how the New Capital Dynamic European Equity Fund focuses on what are the most important drivers for any business, namely the management and the business model. We aim to show the listener that there is a rich diversity of phenomenal companies in Europe that are prospering, despite newspaper headlines to the contrary, and where we see opportunity in equity markets going forward.
Company: New Capital
Goldman Sachs - Europe Macroeconomic Outlook 2016: Huw Pill
Goldman Sachs Research’s chief European economist Huw Pill expects Euro-area growth to remain around 1.5% next year, supported by low oil prices, weaker exchange rates, better domestic financial conditions and fiscal expansion.
Company: Goldman Sachs
Goldman Sachs - Germany at 25: Reunification, Reform, Regrowth
Twenty-five years after Germany’s reunification, its economy has grown into one of the five largest in the world. Goldman Sachs economists Huw Pill and Dirk Schumacher discuss Germany’s re-emergence as an economic power and evolving role within Europe.
Company: Goldman Sachs
New Capital - Dynamic European Equity Fund update Q3
Q3 New Capital Dynamic European Equity Fund update with co-Portfolio Managers, Robin Milway and Bibiana Carretero
Company: New Capital
Jupiter - Europa SICAV audio update
Jupiter Europa SICAV manager Mike Buhl-Nielsen explains his investment process and current positioning.
Company: Jupiter
Schroders - Outlook 2016: 60 seconds with Rory Bateman - European equities
At the time of writing, the MSCI Europe equity index has delivered a total return of around 10% in 2015. Rory Bateman comments on why he believes that investors should see further gains in 2016 given the continued earnings recovery in Europe.
Company: Schroders
Schroders - Investment Weather Forecast - optimistic on European equities
Rory Bateman, Head of UK & European Equities, discusses the main drivers behind his bullish assessment on the outlook for European equities:
Recent economic data points to a continued economic expansion in Europe, albeit at a relatively muted pace.
Confidence is somewhat fragile but several successive quarters of growth, helped significantly by quantitative easing, suggests to us that the European economy is likely to continue its recovery.
The European Central Bank has been effective at using monetary stimulus to increase the money supply, which historically is a lead indicator for business confidence.
In addition, purchasing manager surveys, bank lending and consumption are all pointing in the right direction.
The euro area has had a good earnings season and earnings revisions have been positive throughout the year, driven by lower oil prices and the weaker euro.
The real opportunity for European corporates remains margin expansion, where they are significantly behind the US.
We believe the gap will close, which will provide relative upside for the European stockmarket. In addition, long-term market valuations continue to look attractive.
There are three main risks:
1.Greece
2.US interest rate increases
3.China
The Greek government has recently approved the bailout package which involves sweeping economic reforms and budget cuts. The creditor institutions need to agree on debt sustainability but we believe this is achievable.
Rising US interest rates have historically had a very short-term negative effect on equity markets. This time around, rate increases have been well-flagged so we think the market reaction will be limited.
China is more unpredictable and a hard landing will be bad for markets.
However, the recent currency intervention is indicative of Chinese policy adjustment and we think Chinese authorities will be aggressive in ensuring growth remains robust.
Company: Schroders
New Capital - Dynamic European Equity Fund
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.
Company: New Capital
New Capital - US Equities - Finding opportunities in a low growth environment
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.
Company: New Capital
New Capital Dynamic European Equity Fund - Q2 Review
About this webinar
Join Equity Analyst Jonathan Rawicz for a review of the Fund for Q2 2017
Company: New Capital
New Capital Swiss Select Equity Fund - Q2 Review
About this webinar
Join Urs Beck for a run down of the last quarter, in which the Fund celebrated its three year anniversary.
Company: New Capital
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