Michael Field, Senior Equity Analyst & Matthew Donen, Equity Analyst
With only a few months left in the year, its almost safe to say that 2022 hasn’t been kind to investors. Inflation is still rising across the Eurozone, and further interest rate increases look likely. Equity market valuations however, which looked cheap last quarter, are looking even more attractive now. With so much negativity already priced into equity markets we see a huge opportunity for investors to bite the bullet now, and reap the rewards later.
From a thematic perspective we will be focusing on the alternative energy space, and specifically the opportunity in wind energy, as European governments are starting to spend big in order to reduce their reliance on oil and gas from Russia.