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Europe

International

WHERE IS EUROPE HEADED?

  • Web Conference
  • Thu, 11. May 2023
  • 9:30am CEST

OVERVIEW

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.

Presentations from

Agenda

Thu, 11. May 2023

9:30am CEST

Start of event

9:35am - 10:05am CEST

An economic cycle like no other – positioning for European equity portfolios in 2023

Sam Glover, Portfolio Manager, New Capital

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?

10:05am - 10:35am CEST

Quality Innovation: Investing in Innovation Champions

Julian Vincent Kauffeldt, Head of Innovation Investment Products, Serafin Asset Management

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.

approx 10:45am CEST

Wrap up by moderator and end of event

Speakers

Sam Glover

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

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.

Moderator

Thomas Schalow

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.