Michael Field, Senior Equity Analyst & Jelena Sokolova, Senior Equity Analyst
Losses in equity markets are mounting, with 2022 a year of disappointment for investors so far. Inflation and interest rate increases are the watchwords, with labour shortages, supply chain bottlenecks and Covid-19 still lurking in the background. Equity market valuations however are looking the cheapest we have seen them since the beginning of the pandemic, and in this webinar we will hone in on the most interesting areas of opportunity.
From a thematic perspective we will be focusing on the European consumer cyclicals sector, an area that has been hit heavily over the last couple of quarters as consumer belts are tightened. Here we take a contrarian longer-term view on some Moaty areas within the sector.
Additional topics we will cover:
• We will look at major price movements across the EMEA coverage universe and opportunities this has thrown up
• How sector valuations have shifted over the last quarter, and where we see value
• Relative valuation of the European market versus other regions
• Our top stock picks across the European coverage universe