Q425 reflections: Bullish on equities

After a volatile year for global markets, investor focus is shifting again. Changing interest rate expectations, evolving monetary policy and renewed regional growth dynamics are reshaping capital allocation across international equities.

In this quarterly review:

• Key drivers shaping UK and European equity markets
• Macroeconomic outlook: growth, inflation, policy direction and industrial activity
• Cross-regional valuation trends and relative attractiveness
• Q425 OTC Markets trading data highlighting European investor engagement
• Sector performance analysis across growth and value segments
• Strategic themes influencing long-term capital flows and diversification

Produced in collaboration with OTC Markets Group, this report combines Edison’s equity market expertise with comprehensive OTC Markets trading analytics to provide investors with actionable insights into the European diversification opportunity.

About this report

Reflections is a quarterly review of UK and European markets produced by Edison Group in collaboration with OTC Markets Group, combining fundamental analysis with market data to help investors navigate international equity opportunities.

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