EMEA Q3 2023 Market Outlook | Grinding Through 2023

Equity markets have grinded upward over the last quarter, as investors put the banking crisis firmly in their rear-view mirrors. Although there has been no further drama in the banking sector since the March takeover of troubled Credit Suisse, the macroeconomic environment in Europe remains challenging. High inflation rates are becoming persistent, interest rates continue to rise, and consumers are becoming cash strapped. Despite this, and an equity market that is now almost fairly valued, we find pockets of opportunity across the region. Join us as we also discuss our newly released report on the health of the UK housing market and the opportunities in the homebuilding sector. - We will look at major price movements across the EMEA coverage universe and opportunities this has created - Relative valuation of the European market versus other regions - How sector valuations have shifted over the last quarter, and where we see value