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 Leader, Geostrategic Business Group
Winna Brown
EY Americas Financial Accounting Advisory Services Private Equity Leader

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 Leader, Geostrategic Business Group

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

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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

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Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

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Episode 33

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

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