Equity Strategy Compass Q3 2021
Global stock markets headed north in Q2 as strong fundamentals outweighed inflation concerns.As a lot of positives have now been priced and the U.S. Federal Reserve should flag the reduction of monetary stimulus, we expect bumpier months ahead in the direction of fall.
However, this should open up entry opportunities again, as most of the longer term and fundamental market influencing factors argue for a continuation of the equity market upward trend on a one-year horizon.
The Institutional Equity Research team of Raiffeisen Bank International AG covers 85 stocks from Austria, Central & Eastern Europe with sell-side research and thus levers our local broker status with excellent company relationships. For corporates in Austria, CEE and Western Europe, we offer co-sponsored research, which includes research coverage and marketing activities to investors. Additionally, through our Spotlight Research product we also shed light on leading European small and micro-caps, seeking greater visibility with investors.
The Institutional Equity Research team consists of roughly 15 analysts, both in Vienna and the CEE countries. Our analysts provide long-standing sector expertise in tandem with profound local market know how and a sectoral approach across the entire region.
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