EXANTE’s second Horizon panel discussion explored the key market drivers in the first quarter of 2023 and highlighted the key opportunities and risks that investors should consider throughout the remainder of 2023.

Executive Summary

• The days of low inflation will not return due change in labour markets, reshoring of supply chains, industrial policies and the geopolitical desire for resilience and independence. 
• The best equity investors will be those that have a strong valuation framework in play and a willingness to focus on the underappreciated parts of the market.
• Cryptocurrencies are now more likely to become an institutional asset class in Europe thanks to the passing of MiCA.

Read full Horizon Cyprus 2023 Summary >>>