M&A in an inflationary environment - with Professor Dr. Klaus Wellershoff Inside Corporates

Speaker: Professor Dr. Klaus Wellershoff

Moderator:  Indrek Luuk

Topics discussed:


How do structural changes impact inflation and what can we expect going forward?
What are the elements that need to go right to see a positive real interest rate?
Why does the equity market not correctly price macroeconomic risks and opportunities?

Inflation and changes in the macroeconomic environment continue to impact the landscape of M&A deals. What can we expect in 2023 and what are the key trends ahead? In this episode we have invited Prof. Dr. Klaus Wellershoff to discuss inflation, where its heading and why we need to fight it. He also talks about interest rate expectations and their practical implications on M&A.

 “If you want to quench inflation out of the system, you need to have positive real interest rates and not only just a little, but real 100 basis points, 200 basis points of positive real interest rates. Otherwise, monetary policy is just not effective.”

M&A | Inflation | Interest rates | Macroeconomics | Recession | Economist