19 min
NOW ep67: Where does opportunity lie for dealmaking in 2024? Investec Focus Radio SA
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- Investing
As we enter 2024, the M&A landscape shows signs of recovery, albeit cautiously. Charles Barlow, Investec's Head of Cross-Border Finance and International Advisory and Capitalmind Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff discuss the key sectors, trends and risks to keep an eye on in 2024.
00:00 – Introduction
01:45 - What were the key factors in 2023 that resulted in one of the worst bear markets for M&A in a decade?
03:19 - Upswing in M&A activity in 2024?
04:38 - Which sectors are leading recovery in M&A?
05:50 - Which sectors are attractive?
06:44 – Investment into artificial intelligence
09:46 – Potential of mega deals valued at US$10bn or greater this year?
11:14 – Risks, crises and problems that could derail the M&A upswing?
12:32 – Buyers’ market in 2024?
13:50 – Deal appetite for South African corporates?
16:20 – Deal themes in Europe and the US
17:40 – Expectations for M&A in 2024?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
As we enter 2024, the M&A landscape shows signs of recovery, albeit cautiously. Charles Barlow, Investec's Head of Cross-Border Finance and International Advisory and Capitalmind Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff discuss the key sectors, trends and risks to keep an eye on in 2024.
00:00 – Introduction
01:45 - What were the key factors in 2023 that resulted in one of the worst bear markets for M&A in a decade?
03:19 - Upswing in M&A activity in 2024?
04:38 - Which sectors are leading recovery in M&A?
05:50 - Which sectors are attractive?
06:44 – Investment into artificial intelligence
09:46 – Potential of mega deals valued at US$10bn or greater this year?
11:14 – Risks, crises and problems that could derail the M&A upswing?
12:32 – Buyers’ market in 2024?
13:50 – Deal appetite for South African corporates?
16:20 – Deal themes in Europe and the US
17:40 – Expectations for M&A in 2024?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
19 min