How to restructure successfully in challenging times? The macroeconomic environment in Europe is weakening, with GDP growth stalling and major economies like Germany, France, and Italy underperforming. Companies are facing increasingly complex challenges, including geopolitical risks, rising costs, and the need to adopt new technologies and reduce CO2 emissions. Debt loads for non-financial corporations have surged, and interest rates are climbing at an unprecedented pace, complicating refinancing efforts. While some sectors like energy and automotive OEMs have thrived, others such as manufacturing, automotive suppliers, and chemicals are struggling. A successful restructuring in these challenging times requires a deep understanding of the business environment, a robust business model, and a focus on operational performance. Effective collaboration among CROs, financiers, consultants, and lawyers is essential to develop tailored strategies and financing solutions. Read our expert report that is based on our annual survey conducted earlier this year > https://owy.mn/3KWejT0 #Restructuring #BusinessStrategy #Transformation
How to restructure successfully in challenging times
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Attached please find the Week in Pictures, with charts and commentary as follows: 1. Corporate Credit Spreads Grind Tighter 2. Short-Dated Rate Vol Collapses 3. Loose Financial Conditions 4. Large Cap Dominance Over Small Cap 5. Equity Volumes Hit One-Year Low 6. Non-Profitable Tech Still Lagging 7. Commercial Real Estate: Fundamentals vs. Valuations 8. Consumer Spending Steady (For Now) 9. China Transitioning Back to Export-Led Growth 10. Germany Lagging the Rest of Europe 11. Structural Issues Holding Back Germany 12. New CDX S42 CDS Financials Index
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After April’s modest sell of the market, we are back to “risk on” : tightening credit spreads and low equity and rate volatility. The commodity market is the only area delivering large daily swings.
Attached please find the Week in Pictures, with charts and commentary as follows: 1. Corporate Credit Spreads Grind Tighter 2. Short-Dated Rate Vol Collapses 3. Loose Financial Conditions 4. Large Cap Dominance Over Small Cap 5. Equity Volumes Hit One-Year Low 6. Non-Profitable Tech Still Lagging 7. Commercial Real Estate: Fundamentals vs. Valuations 8. Consumer Spending Steady (For Now) 9. China Transitioning Back to Export-Led Growth 10. Germany Lagging the Rest of Europe 11. Structural Issues Holding Back Germany 12. New CDX S42 CDS Financials Index
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The macroeconomic landscape in Europe is experiencing challenges with stagnant GDP growth affecting key economies like Germany, France, and Italy. A recent survey reveals that 95% of experts consider current challenges more intricate than before, citing concerns such as geopolitical risks, rising transport and commodity costs, and disruptive technological advancements. Companies are urged to adopt new technologies, curb CO2 emissions, and harness AI to navigate these challenges. Surprisingly, the upcoming cohort of buyers and demand creation platforms are not seen as significant obstacles. Dive into the detailed expert report here: https://owy.mn/4ePnrXA
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Diversification, a concept rarely heard of this year. But what about 2025? A small number of companies — the so-called “Magnificent 7” — have monopolised the bulk of the gains this year, posting 60% growth, compared to an average of 20% for the global market. In this video, Juan de Dios Sanchez-Roselly, CFA, and Cristina González Iregui examine the performance of these seven companies and discuss whether growth will continue to be concentrated in 2025 or whether diversification will make a comeback. Find out more about this and other key issues in our #GlobalMarketOutlook 2025: https://lnkd.in/djNyuxkr #PrivateBanking #GlobalMarketOutlook 2025
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Want to know if diversification will still be a thing in 2025? Check out our Global Market Outlook!
Diversification, a concept rarely heard of this year. But what about 2025? A small number of companies — the so-called “Magnificent 7” — have monopolised the bulk of the gains this year, posting 60% growth, compared to an average of 20% for the global market. In this video, Juan de Dios Sanchez-Roselly, CFA, and Cristina González Iregui examine the performance of these seven companies and discuss whether growth will continue to be concentrated in 2025 or whether diversification will make a comeback. Find out more about this and other key issues in our #GlobalMarketOutlook 2025: https://lnkd.in/djNyuxkr #PrivateBanking #GlobalMarketOutlook 2025
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The second quarter was favorable for investors, particularly in the US due to declining inflation rates and strong corporate earnings. Europe lags behind due to political uncertainties and lower innovation, making investments in the US technology sector essential. Read more in the Strategy Update from the 2nd quarter 2024. Belvoir Capital AG Steffen Bauke
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Obviously no one can time the market but I feel this is the right time to find really good companies at reasonable valuations. Because of below par Q2 results and global tensions, market is in a decent consolidation phase. Market needs a strong trigger to have another upmove. These potential triggers can be- 1. Interest rate cuts 2. Increase in government spending #sundaythoughts #investing
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Unfavorable macroeconomic conditions are forcing organizations to divest assets. Something to watch: organizations divesting assets to get lean and remove debt. It's a sign of protracted turbulence in the economy. "The trend is being driven by prolonged, tough macroeconomic conditions, according to dealmakers and advisers, who are pushing companies to get more aggressive about streamlining and divesting parts of their business that are hurting margins, gunking up the balance sheet or no longer fit management’s vision of the company." https://lnkd.in/gsK_ybHu
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I empower dealmakers with the technological tools they need to succeed across the entire M&A lifecycle
Reading Goldman Sachs 2025 M&A Outlook here are 5 key takeaways for me: 1. Accelerating Momentum: The report predicts a significant increase in M&A activity in 2025, building on the growth seen in 2024. 2. Strategic Growth and Capability Enhancement as Primary Drivers: strategic growth and the acquisition of new capabilities will be the primary drivers behind their 2025 M&A decisions. 3. Simplification as a Key Trend: Corporate simplification is identified as a major trend, with companies actively pursuing spin-offs, divestitures, and regional separations to enhance value, improve focus, and clarify equity stories. 4. AI as a Significant Driver of M&A: The report emphasizes the transformative impact of Artificial Intelligence (AI) on the M&A landscape. 5. Increased Cross-Border Activity: Cross-border M&A activity is projected to rise in 2025, fueled by strong momentum in 2024. Regions like EMEA and APAC are expected to see particularly robust activity. Our latest Deal Driver Report indicates the similar findings and expectations for 2025. So let's close more deals - faster Datasite Click here to download our EMEA Outlook Report for 2025 https://lnkd.in/e2xdH-kN
Deal Drivers: EMEA 2025 Outlook
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Which country do you think will see the most investment in the next 5-10 years? Make sure to vote in last week's poll about the future of global manufacturing growth here: https://bit.ly/3VSp1Pt? #manufacturing #investing #globalmarkets #finance #poll #gpscapitalmarkets
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