Building an investment case for Europe

Over the last nine months there has been a backdrop of macro turbulence triggering: inflation to reach a 40 year high; an energy crisis; supply chain issues; and a labor shortage. Most recently, we have witnessed Europe and the US’ almost instant market reaction to the outlining of the UK’s ‘mini-budget’, with sterling dropping to an all-time low and British bond prices collapsing. These factors, amongst others, are adding pressure to global markets and as such, not only impacting company profit margins but also, making it difficult to raise capital.

Alantra joined professionals from the private market for IPEM 2022 to discuss current market conditions and what this means for investment and dealflow in Europe.

Below, we explore these themes and the key findings from IPEM 2022, including:

• Alternate deal structures
• Value creation through innovation and energy transition
• Investment opportunities in operational efficiency