EMEA Q2 2023 Market Outlook | Uncertainty Creeps in As We Enter Q2

Presented by

Michael Field and Johann Scholtz

About this talk

2023 started off well. Falling inflation gave investors renewed hope that we might soon see peak interest rates. Recent shocks, in the form of the collapse of SVB, and the near collapse of Credit Suisse have shaken investor confidence, leading us into a very uncertain second quarter. In the wake of such uncertainty, we will be taking a fresh look at the banking sector. We will explain what exactly went wrong at Credit Suisse, talk through the likelihood of contagion to the rest of the banking sector, and indeed the broader equity market.

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