2023 Top 500 ranking: 8
Cyclical conditions are turning more positive for Europe. Easing geopolitical risk and the prospect of massive fiscal resources (national and EU-wide) and monetary support could support a recovery in 2021. The improved sentiment could benefit European assets, equities in particular, that have been a laggard due to the pandemic. This could lead to a catch up of EU equities in relative terms vs other markets.
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Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
”Market sentiment may remain positive if we don’t see an economic slowdown and inflation also doesn’t surprise. However, areas of excess have built up, and underscore the need to remain vigilant.”
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