Europe Q4 2023 Market Outlook: Holding on for Life

Presented by

Michael Field, Ioannis Pontikis and Anett Galosfai

About this talk

It’s been a volatile year for investors, but strangely enough European markets are at roughly at the same level as the start of the year. Inflation is falling, but interest rates remain stubbornly high, and consumers are becoming more cash-strapped by the day. The big question now is whether the European economy can avoid a fully-fledged recession and whether declining consumer demand will be the catalyst for this. Join us as we attempt to navigate through the potential pitfalls to come in the next quarter, while highlighting areas of the market where we actually see opportunities opening up! • 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. • The Consumer Sector and what we are seeing on the ground.
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