As a notable highlight of our 20th anniversary, EquitiesFirst enlisted Institutional Investor Custom Research Lab (“II Research”) to co-produce a landmark Global Equity Markets Research, along with regional insights into the expectations and strategies of global investors focused on the markets of Asia Pacific, Europe and North America amidst heightened macroeconomic and geopolitical uncertainty.

EUROPEAN EQUITY MARKETS
The Near-Term and Mid-Term Outlook Amid Inflation, Rising Rates, Global Conflict, and Pandemic Recovery
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The Europe report gathers valuable insights and perspectives from CIOs, portfolio managers, and other investment decision-makers focused on the region’s developed markets – namely, United Kingdom, Ireland, Germany, France, the Netherlands, Switzerland, and Austria – as well as the emerging ones, including Poland, Turkey, Greece, Hungary, the Czech Republic, and Russia.

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KEY FINDINGS

Energy Cost and Availability

is ranked as the macroeconomic factor that will have the greatest impact on equity markets by over 70% of the investors focused on Europe

Market Volatility

is anticipated by Europe-focused investors to be more substantial in the region over the next year-and-a-half than in North America and Asia Pacific markets

Smart Beta Strategies

are endorsed by investors focused on both developed and emerging European markets. Those focused on the latter particularly voice enthusiasm for active strategies, due largely to their imperfect pricing and opportunities for high growth

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EQUITIESFIRST'S ANALYSIS

One of the notable findings of the Europe report is eagerness among equity investors to harness global climate change for economic benefit. More than three quarters of Europe-focused investors see climate change as having a great impact on the region’s equity markets. Despite the potential challenges, investors with a focus on Europe consider it to be a source of visible upside opportunities as firms in the region transition towards sustainable energy sources.

Green pioneer

As companies throughout Europe take aggressive steps to transition to sustainable energy sources, investors pointed out that the region could emerge with a first-mover advantage in providing products and services to serve an increasingly environmentally conscious global economy.

Bullish on healthcare

While technology and healthcare were identified by investors from all regions as sectors with great potential, Europe was the only one where healthcare ranked above technology – contributing factor may include the highest proportion of elderly among its population.

Value of ESG

ESG disclosures have emerged as an invaluable source of information for investment decision making. Investors covering developed markets in Europe strongly agree that ESG considerations provide an information advantage for those seeking to outperform the market.

Equities-based financing from EquitiesFirst is a compelling solution for investors wishing to access opportunities, providing a flexible, cost-effective and stable form of capital to move quickly into new positions and diversify their portfolios.

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KEY FINDINGS

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    ABOUT
    EQUITIESFIRST

    Founded in 2002, EquitiesFirst is a global investor specializing in long-term equities-based financing. EquitiesFirst’s approach overcomes traditional limitations and redefines the financing experience through providing efficient access to capital for listed companies, entrepreneurs and investors against publicly traded securities. As the pioneer of Progressive Capital – a partnership approach to investment, rooted in respect, mutual interest and understanding. EquitiesFirst delivers liquidity solutions that are vital, transformative and move partners forward. The research report aims to shed light on the key factors that are reshaping investment strategies in uncertain times, as well as how institutions are leveraging ongoing volatility to capitalize on emerging opportunities.

    ABOUT
    INSTITUTIONAL
    INVESTOR

    With its 50-year history in journalism, Institutional Investor seeks to be the must-read publication for pension funds, endowments, sovereign wealth funds, asset managers, hedge funds, regulators, and research firms. CIOs and other industry executives turn to II because it has kept the best of its legendary history while evolving to meet the needs of modern readers. II’s serious journalism tells the inside stories of major events, offers new insights into the industry’s biggest players, and provides insightful analysis of the most important issues to institutional investors. A credible source for in-depth information that investment professionals can’t find anywhere else, II serves as the voice of institutional investing in a crowded financial news landscape.