During EXANTE's second Horizon panel discussion, we focused on the primary market drivers witnessed in the first quarter of 2023. The discussion also shed light on significant opportunities and risks that investors should carefully contemplate as they navigate the remaining months of this year.
With labour markets undergoing significant changes, supply chains being reshored, the implementation of industrial policies, and a growing geopolitical push for resilience and independence, it is unlikely that we will see a return to days of low inflation. In this dynamic landscape, the most successful equity investors will be those who adopt a robust valuation framework and demonstrate a willingness to explore underappreciated segments of the market. Moreover, the recent passing of MiCA in Europe has paved the way for cryptocurrencies to potentially emerge as an institutional asset class in the region.
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