In this episode, our speakers discuss how geopolitical risk derived from the Covid-19 pandemic, the tech sector and climate change impacts PE.
Political risk is creating challenges and opportunities for global organizations, including private equity (PE) firms and investors who are increasingly exploring cross-border deals as valuations soar across the US and Europe.
On a previous episode, we talked about why PE must embed a geostrategy so they are able to recognize unique opportunities and use that strategy to inform their investment decisions. Today, we dive into three specific areas of geopolitical risk that are especially impactful for and relevant to private equity funds right now.
- Covid-19 pandemic: increased tension and competition between big regional powers will lead to an environment in which PE must carefully consider and anticipate the implications for cross-border deals.
- Tech sector: governments and regulators will have a massive influence on the tech sector in the coming years and it will create both political risks and opportunities for investors.
- Climate change: increasingly active governments and regulators will create a patchwork of environmental legislation which will make it much more difficult to operate across markets.
For your convenience, full text transcript of this podcast is also available. Read the transcript.
Presenters
Famke Krumbmüller
EY EMEIA Activation Leader, Geostrategic Business Group
Winna Brown
EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLPPodcast
Episode 35
Duration 19m 47s
In this series
series overviewWhich three geopolitical risks PE investors should watch
Episode 35
Presenters
EY EMEIA Activation Leader, Geostrategic Business Group
EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP
Why PE can thrive in Southeast Asia
Episode 34
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EY Asia-Pacific Private Equity Leader; CEO, Ernst & Young Corporate Finance Pte. Ltd.
EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP
How cybersecurity creates value in PE
Episode 33
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EY-Parthenon Associate Partner, Strategy & Transactions, Ernst & Young LLP
Vice President, Cybersecurity & Tech, Apax Partners
PE Pulse: Five takeaways from 2Q 2021
Episode 32
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Which six consumer categories PE should watch
Episode 31
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Principal, EY Parthenon, Ernst & Young LLP
Senior Director, EY Corporate & Growth Strategy Practice, Consumer Sector
Why PE is a key player in the software economy
Episode 20
Presenters
EY-Parthenon, US Managing Director, Head of the Software Strategy Group, Ernst & Young LLP
EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP
