What's The Deal? | The EMEA Brief: Unpacking Investment Banking Dynamics in the Region
Mar 28, 2024
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Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking at J.P. Morgan, discuss the impact of geopolitical influences, regulatory shifts, and the M&A outlook in EMEA. They explore sector activities, market dynamics, financing challenges, global elections impact, regulatory risks, and market resilience in the region.
Economic landscape in EMEA region showing signs of rebound in 2024 with decreasing inflation and falling energy prices.
Regulatory uncertainties in EMEA region impacting deal timelines and completion, advising clients to consider regulatory risks proactively.
Deep dives
Positive Developments in Economic Outlook for EMEA Region in 2024
Despite past challenges like the war in Ukraine and energy crises, the economic landscape in the Europe, Middle East, and Africa region is showing signs of rebound in 2024. Recent data indicates decreasing inflation, falling energy prices, and a faster price pressure moderation. These improvements are enhancing conditions for increased activity, leading to real wage growth and improved consumer spending. Additionally, easing credit conditions are expected to support further investments and strategic activities.
Anticipated Active Sectors and Markets in 2024
In 2024, certain sectors and markets are poised for increased activity. The UK has shown life with bids for public companies, indicating growing levels of activity. Healthcare and energy transition are expected to drive capital raising and M&A activities. Furthermore, consolidation in the banking sector is likely, with potential mergers to address the sector's fragmentation.
Impact of Elections and Regulatory Risks on Business Environment
The year 2024, characterized by numerous global elections, including the US and European Parliament, presents concerns for businesses regarding policy changes and geopolitical implications. Regulatory uncertainties in the EMEA region, with governments being more interventionist, are affecting deal timelines and completion. Clients are advised to consider regulatory risks more proactively and factor them into their strategic decision-making processes.
In this episode, host David Rawlings chats with Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking for EMEA at J.P. Morgan, on the financial pulse of the EMEA region. They explore the impact of geopolitical influences, regulatory shifts, and the M&A outlook in a rapidly evolving economic and investment banking landscape.
This episode was recorded on March 11, 2024.
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