GLOBAL EQUITY MARKETS

The Near-Term and Mid-Term Outlook Amid Inflation, Rising Rates,
Global Conflict, and Pandemic Recovery

As a notable highlight of our 20th anniversary, EquitiesFirst enlisted Institutional Investor Custom Research Lab (“II Research”) to co-produce an extensive study providing insights into how the global investment community is responding to dramatic shifts in the macroeconomic and geopolitical environment.

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This report captures the views of more than 300 investment decision-makers at a wide range of asset management firms, foundations, pensions and endowments.

Despite prevailing uncertainty, our research found that investors are broadly optimistic about equities over the next two years. The survey also revealed the common concerns and regional differences that are reshaping investment strategies, as well as how savvy institutions are looking to benefit from ongoing volatility and emerging opportunities.

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KEY FINDINGS

5.9%
The mean expected return on equities in 2023
63%
of investors see inflation and interest rates as the biggest macroeconomic drivers of equity performance
70%
singled out climate change as the most pressing geopolitical risk
67%
of investors see smart beta strategies as a preferred investment strategy over the next two years

REGIONAL INSIGHTS

SET FOR SMOOTHER SAILING WITH STRONG GROWTH

SET FOR SMOOTHER SAILING WITH STRONG GROWTH

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CLIMATE CHANGE BRINGING GREEN OPPORTUNITIES

CLIMATE CHANGE BRINGING GREEN OPPORTUNITIES

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SMART BETA STRATEGIES THE WAY TO GO

SMART BETA STRATEGIES THE WAY TO GO

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IN-DEPTH ANALYSIS

Why Are Institutional Investors Bullish on Stocks Through 2024?

A new survey finds they believe equities will return 5.9% in 2023 – with tech and health care leading the way.

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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.