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.
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.
KEY FINDINGS
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.
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.
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.
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.
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关于易峯
易峯于2002年成立，是一家专门从事长期股票融资的国际投资机构。公司致力打破传统融资限制，助上市公司、企业家及投资者以股票进行资产融资，轻松获得所需资本，缔造创新融资体验。始于理解、基于尊重、价值共生，是易峯的合作理念。作为领先的资本先驱，易峯致力让资产流动并带来更多价值，竭诚为合作伙伴创造更多商业的可能性。本研究报告旨在揭示不确定时期重塑投资策略的关键因素，以及机构如何在持续的波动中抓住新兴机遇。