Which three geopolitical risks PE investors should watch

In this episode, our speakers discuss how geopolitical risk derived from the Covid-19 pandemic, the tech sector and climate change impacts PE.

Related topics Private equity

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.

  1. 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.
  2. 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.
  3. 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 LLP

Podcast

Episode 35

Duration 19m 47s

In this series

series overview
(Event List - Manual)

Which three geopolitical risks PE investors should watch

In this episode, our speakers discuss how geopolitical risk derived from the Covid-19 pandemic, the tech sector and climate change impacts PE.
Podcast

Episode 35

Duration
19m 47s

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 LLP

Why PE can thrive in Southeast Asia

In this episode, our speakers explore why Southeast Asia is a vibrant region for PE investors who adeptly navigate local dynamics.
Podcast

Episode 34

Duration
24m 14s

Presenters

Luke Pais

EY Asia-Pacific Private Equity Leader; CEO, Ernst & Young Corporate Finance Pte. Ltd.

Winna Brown

EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP

How cybersecurity creates value in PE

In this episode, our speakers explore how PE can manage cybersecurity risk and why it should be viewed as a value creation lever rather than a cost.
Podcast

Episode 33

Duration
30m 14s

Presenters

Paul Harragan

EY-Parthenon Associate Partner, Strategy & Transactions, Ernst & Young LLP

John Nugent

Vice President, Cybersecurity & Tech, Apax Partners

PE Pulse: Five takeaways from 2Q 2021

In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2021 that are top of mind for PE investors.
Podcast

Episode 32

Duration
10m 00s

Presenters

Which six consumer categories PE should watch

In this episode, our speakers explore the consumer product categories, behaviors and trends investors should keep an eye on.
Podcast

Episode 31

Duration
27m 00s

Presenters

Lindsey Kiely

Principal, EY Parthenon, Ernst & Young LLP

Bhakti Nagalla

Senior Director, EY Corporate & Growth Strategy Practice, Consumer Sector

Why PE is a key player in the software economy

In this episode, our speakers explore the novelties, complexities and key trends shaping the software deal landscape.
Podcast

Episode 20

Duration
28m 08s

Presenters

Jeff Vogel

EY-Parthenon, US Managing Director, Head of the Software Strategy Group, Ernst & Young LLP

Winna Brown

EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP