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MA outlook 2024: The recovery begins

December 5, 2023
It has been a brutal two years for dealmaking. Following the M&A boom of 2021, the value and volume of deals remains well below historical averages in the US and Europe. Yet, we see 2024 as a year of recovery for M&A activity, and there are three key themes we believe will catalyse it: 1. Eager buyers and valuation dislocations, 2. The need for large firms to supplement declining organic profit growth, 3. Greater certainty in the financing backdrop. [more]

More documents about "International"

445 Documents
February 26, 2024
1
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss DB’s revised US economic forecast, recent hotter than expected inflation data, current expectations and pricing, and DB’s view on R-Star. [more]
February 22, 2024
2
Global growth expected at 2.9% in 2024, rising to 3.2% in 2025. We no longer expect a recession in the US & the EU.
Inflation possibly peaked, yet upside risks persist due to ongoing price pressures.
Geopolitical risks elevate supply chain vulnerabilities, particularly in the Red Sea, Middle East and Ukraine.
Intensifying US-China competition adds to the challenges.
In 2024, around half of the world's population will be heading to the polls including the US (Nov), India (Apr/May), and the EU (Jun). [more]
February 21, 2024
Analyst:
3
Dive into the world of hedge funds with Quantcraft's latest study, "Navigating the Hedge Fund Maze." We delve deep into the complexities of hedge fund investing, offering valuable insights into strategies, performance trends, and innovative portfolio construction methods. The report also explores how hedge funds compare to bank QIS strategies, examining how they can potentially complement or even replace each other within your portfolio. Ultimately, this study equips you with a refined perspective to navigate this rewarding but complex alternative asset class. [more]
January 23, 2024
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In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT. [more]
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