Ardian’s Post

In this Global Perspectives blog, Geoff Cook, Alex Last and Ben Robins consider how the 2024 global electoral calendar may shape the flow of foreign direct investment and the wider global investment landscape.   Read the full update: https://lnkd.in/dUtBXT_K   #ForeignDirectInvestment #InternationalFinanceCentres #CapitalInvestments

With just under nine months remaining until the European elections in June 2024, we have today published our vision for how investing could work better for individuals, businesses, and the economy, to deliver a more modern, resilient, and sustainable Europe. Representing 250 investment management firms, who manage €3.2trn on behalf of European clients, our report, ‘Making Investing Better for All’, calls on the EU institutions to place individuals at the centre of policymaking, improve access to sustainable investment opportunities, promote open and efficient capital markets, support innovation and new technology, and foster greater international cooperation on regulatory standards. To read the full report: https://lnkd.in/eQZYFzfp

In his latest interview with Tom Mackenzie from Bloomberg TV, Nicolas Forest discusses the market reaction to recent political developments in France. Despite the political drama, French assets have remained relatively stable. He highlights the importance of watching the formation of new government coalitions and their fiscal policies. 💬 "We are cautiously optimistic about the future, but it's crucial to monitor upcoming decisions regarding public spending and the deficit." Watch the full interview to gain insights into our strategic outlook on European and French markets. 🔗 https://lnkd.in/eeeqGVCi Together we continue #Investing4Tomorrow #InvestmentInsights #MarketOutlook #FrenchEconomy #BloombergInterview

Thriving and prospering Capital Markets – the key for Europe’s competitiveness   Capital Markets are crucial for raising the massive funds needed for a successful digital and sustainable transition. The regulatory framework governing capital markets should be recalibrated to unfold their full potential. Red tape needs to be cut to achieve an unrestricted and easy access to capital, which is much needed to further growth and innovation and to improve Europe’s global competitiveness. Ahead of the European elections in June, we have set out three key demands in our European paper to achieve this goal: 👉 The reduction of excessive bureaucracy with significantly leaner regulation. 👉 A uniform European company law and 👉 strengthening the equity culture in Europe. Let us join our forces to make this happen ❗ Let us work together to get Europe back on track. A great thanks to all colleagues who contributed to our European Policy demands. And to our friends and allies in the private and the public sector who join us in our cause of strengthening European Capital Markets. #Europe #EuropeanElections #CapitalMarkets Deutsches Aktieninstitut Zelda Bank Christine Bortenlänger European Commission European Parliament Council of the European Union

📢 Messy French politics point to broader malaise for investors - Financial Times 📰 The tangled web of French politics and its impact on the investment landscape has been a hot topic recently. The uncertain political climate in France is raising concerns among investors, leading to a broader sense of unease in the financial markets. As the situation evolves, it's crucial for investors to stay informed and adapt their strategies accordingly. Read the insightful analysis in the Financial Times to gain a deeper understanding of this complex issue. #FrenchPolitics #InvestmentClimate #FinancialMarkets https://ift.tt/yVpiOZq

Some thoughts about the outlook for #Romania and the region at the end of an excellent #EconomistImpactSEEuropeEvent in #Bucharest, our 4th Business and Investment Roundtable in Romania. Thanks to all our sponsors, speakers and guests for such an informative and engaging discussion of the challenges and opportunities facing #Romania, #Bulgaria, #Greece and #SouthEastEurope. We are seeing a sharp divergence in the growth outlook for a more dynamic #SEEurope compared with a sluggish western Europe. Discussions focused on #geopolitics, economic growth, #investment, #infrastructure, #energy, #tech and #climatechange.

We are pleased to announce Declan Costello, Directorate General for Economic and Financial Affairs at European Commission, will be speaking at our 'Europe: the opportunity for Global Investors' summit in #Singapore in September! Declan Costello will be joining a panel with senior economists and strategists to examine the outlook for the global economy and macroeconomic factors influencing the asset allocation strategies of leading investors.   Find out more and register your interest in attending here: https://lnkd.in/gkfUbYiN #EU #EUBonds #NGEU #capitalmarkets

Hey everyone! Check out this insightful article from the Financial Times about the current state of French politics and its potential impact on investors. It delves into the challenges and uncertainties that are affecting the investment climate in France. Definitely a must-read for anyone keeping an eye on the broader economic landscape. #FrenchPolitics #InvestmentClimate #FinancialTimes https://ift.tt/JxB7DFk

Today, the CELIS Institute, in partnership with CIPE, hosted a key conference in Washington, D.C., focusing on investment screening and national security across the US and EU. This event, aimed at straightening economic security ties, brought together top government officials, business leaders, and experts. Keynote speaker, Assistant Secretary of Commerce for Industry and Analysis, Grant Harris, engaged in a dynamic dialogue, setting the stage for a day of robust discussions. The conference highlighted the nuances of investment screening through three expert-led panels. Notably, the third panel, moderated by Eric K. Hontz, Director of CIPE’s Center for Accountable Investment, delved into the implications of the 2024 'Super Election Year' in the EU and the US on economic security. For more insights and a deeper dive into the discussions, follow the link below: https://lnkd.in/dHqQfhFX #EconomicSecurity #TransatlanticCooperation #InvestmentScreening

📬 This month’s #CIOLetter is out!   In this issue, Thomas Friedberger examines the notion of European sovereignty, in light of the significant economic and social changes currently unfolding. The letter explores the prerequisites for its establishment but also the key factors that could contribute to its success and long-term viability.   Discover Thomas’ latest insights now, in “Europe, The Final Countdown: examining the issues surrounding European sovereignty” 👉 https://lnkd.in/eCZ-ibgn Discover the CIO Letter in French, "Europe, The Final Countdown : réflexion sur les enjeux de souveraineté européenne" 👉https://lnkd.in/eQPZ8kni #economy #CIO #assetmanagement #finance #investment