Interest Rate Cuts and a Possible Panacea | EMEA Q2 2024 Market Outlook

Presented by

Michael Field, Europe Market Strategist, Johann Scholtz, Equity Analyst and Bhavini Goolab, Senior Customer Success Manager

About this talk

Equity markets have grinded upwards across Europe, with most major markets now at, or close to, all-time highs. The European economy is hanging in there, but interest rate cuts, possibly as soon as June, could be the catalyst for improvement. Join us to find out how exactly these cuts could shift the valuation picture, and how best to play this. One year on from the biggest banking crisis since 2008, one that took the scalp of banking giant Credit Suisse, we take a fresh look at the heath of the sector. We also explain our contrarian view on banking profitability, and why investors should still be cautious. We Will Cover: • Major price movements across the EMEA coverage universe and opportunities this has created. • How sector valuations have shifted over the last quarter, and where we see value • Relative valuation of the European market versus other regions
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