Videos

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

Date added: 12-08-2015
Duration: 37
Categories: European Equities

>> VIEW VIDEO

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

Date added: 28-12-2015
Duration: 4
Categories: European Equities

>> VIEW VIDEO

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

Date added: 02-10-2015
Duration: 4
Categories: European Equities

>> VIEW VIDEO

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

Date added: 27-10-2015
Duration: 20
Categories: European Equities

>> VIEW VIDEO

Jupiter - Europa SICAV audio update

Jupiter Europa SICAV manager Mike Buhl-Nielsen explains his investment process and current positioning.

Company: Jupiter

Date added: 17-11-2015
Duration: 13
Categories: European Equities

>> VIEW VIDEO

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

Date added: 24-11-2015
Duration: 2
Categories: European Equities

>> VIEW VIDEO

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

Date added: 14-06-2016
Duration: 2
Categories: European Equities

>> VIEW VIDEO

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

Date added: 14-07-2016
Duration: 1
Categories: European Equities

>> VIEW VIDEO

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

Date added: 27-05-2016
Duration: 3
Categories: European Equities

>> VIEW VIDEO

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

Date added: 24-07-2017
Duration: 17
Categories: European Equities

>> VIEW VIDEO

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

Date added: 11-07-2017
Duration: 15
Categories: European Equities

>> VIEW VIDEO