After a strong run since October, Europe ex-UK equites fell 2.1% over the month. Core inflation remained stubbornly high in Europe and the prospect of sustained strong wage growth has fuelled investor concerns that central banks could tighten further.
Against this backdrop however, a new survey by mergermarkets is showing evidence of growing appetite in deal flows. In fact dealmakers are forecasting an uptick in M&A activity supported by a wealth of factors.
During the month on the other hand, the VDP team had the opportunity to meet and discuss current opportunities with all the AICA colleagues during the annual Alliance of International Corporate Advisors EMEA Conference in Dublin.
Sincerely,
The VDP team
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