Michael Field, Europe Market Strategist
After a tumultuous 2022 Investors are hoping 2023 will bring more cheer. Equity markets have rallied off their October lows and inflation in the Eurozone has likely peaked, but concerns remain. The Ukraine war is ongoing, energy prices although falling remain elevated, and interest rates are rising. Despite all of this, we still see plenty of opportunities across our coverage universe.
From a thematic perspective we will be looking at inflation, a key concern for investors going into 2023. We identify potential areas of our European coverage where investors can access protection, or even benefit from elevated levels of inflation.
Hear more about:
-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