🚀 Introducing Govera: Your Hub for Emerging Markets Commentary, Research, and Valuations!
Whether you're an investor, analyst, or enthusiast, dive into insightful commentary, comprehensive research, and powerful valuation tools. Join us as we navigate the dynamic landscape of emerging markets together! #EmergingMarkets#LaunchDay#FinancialMarkets
Cap-Connect would like to extend a big thank you to all the Manager Partners and Family Offices who attended our Emerging Markets and Asia Investment event in London this week.
The asset class is presently undergoing something of a renaissance as investors revisit key EM and Asian markets, including Japan, MENA, LATAM, Asia, India, China, and Vietnam.
Presenting managers made a compelling case for an acceleration of fund flows into Emerging Markets led by declining interest rates, a sense of dollar peaking and the better demographics and growth prospects vis a vis developed markets. The insights shared encouraged many investors to think more constructively about future opportunities in these regions and markets.
We give special thanks to Rory Green of GlobalData.TSLombard for his macro-overview and outlook for the coming years. We also thank Katie Whitting of Flint Global for her riveting insights on the global geopolitical backdrop and the key events shaping the narrative in the global world order.
Thank you to all our manager partners Capital Group, Franklin Templeton, Azimut Group, Guinness Global Investors, Ox Capital Management, DAIWA ASSET MANAGEMENT (EUROPE) LTD, Canaima, Wardhaven Capital Limited, and our family offices for their participation and contributions throughout the day.
#EmergingMarkets#FamilyOffices#CapConnect
Founder/CEO Single Family Office - Macroeconomics, Capital Markets, Board Member, Alternative Investments, CRE, Renewable Energy, Waste Management, Net Zero Carbon, ESG & Measurable Impact Advocate
After enduring the economic headwinds of recent years, global M&A activity is showing resilience even in the face of geopolitical tensions, lower valuations, and a still-high inflationary environment. Higher interest rates have impacted the financing market for leveraged buyouts, requiring private equity firms to write larger equity checks or abandon takeovers. At the same time, ESG initiatives have fallen under tense scrutiny, with investors now challenged to find new ways to frame related investments and practices. Despite these challenges, well-capitalized strategists are seeking strategic transactions that enhance vertical integration and sustainability goals, and expectations of lowering interest rates may further turn the tides in 2024.
Join a roster of senior corporate executives, M&A advisors, sustainability executives, private equity, hedge fund and other institutional investors, to explore pertinent topics relevant to recovery paths. Expert-led discussions will cover a range of topics, including favorable deal structures, financing options, ESG trends, the impact of AI in the M&A sector, and the future of mega-deals. This one-day conference explores the opportunities, obstacles, and risks dealmakers face in the current environment and how to navigate through them. Matthew Unterlack Jennifer Lee George King IIINikhil Rupani, CFAPaul Quinlan. #Merger#venturecapital#globalinvestors#capitalmarkets#valuation#interestrate#assetmanagement#privateequity#hedgefunds.
