Insights for professional investors
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Insights for professional investors
Europe continues to experience strong headwinds from rising inflation, the Russia-Ukraine war, the energy crisis, and the lingering fear of a recession. How is the market evolving during this volatile time and what does this mean for investors? In our web conference, international investment experts will share their insights for the region with a focus on European equities.
Exclusively for institutional and professional investors from Austria, Germany and Switzerland.
All presentations will be held in English.
Thu, 11. May 2023
Start of event
The recent turmoil in the banking sector marks a key point in the European economic cycle, with monetary conditions having tightened significantly and the impact of interest rate hikes starting to bite. The inversion of European yield curves serves as a reminder that recession is possible, but not certain. How should we position European equity portfolios for this environment?
Innovation impacts all sectors of the economy: environmental challenges, digitalisation, automation, healthcare, and education. Only successful innovative companies can turn these challenges into clear growth opportunities. In a slow-growth environment, investing in innovation efficient companies that create growth through quality innovation is one of the best sources of returns.
Wrap up by moderator and end of event
Sam Glover joined EFG Asset Management in November 2019 and is currently the Portfolio Manager of the New Capital Dynamic European Equity Fund, the New Capital Europe Future Leaders Fund and Co-Portfolio Manager of the New Capital Dynamic UK Equity Fund. Sam began his investment career with Man GLG, before working as an Equity Analyst at Tideway Investment Partners LLP, helping to manage various European equity mandates.
Julian Vincent Kauffeldt is head of the Serafin Innovation Hub, he is responsible for analyzing particularly innovative companies in different industries and regions using quantitative models. As an econophysicist, he has extensive expertise in applying mathematical-physical models and methods to financial and business contexts.
Thomas Schalow is the CEO of Capitalmarkets.net. He has over 25 years of experience in investment management, including various management roles at international investment firms. He publishes on financial topics and regularly moderates investment events.
