Investcorp Co-CEO on Global Markets

The video discusses the current market volatility and economic conditions, highlighting the impact of inflation, interest rates, and potential recession. It explores investment opportunities in real estate and infrastructure, emphasizing the resilience of the US economy and growth in Southeast Asia. The video also analyzes private equity trends, noting a slowdown in deal-making due to valuation adjustments. Finally, it examines global risks, including the weaponization of food, energy, and financial services, and stresses the importance of access to capital.

What unexpected economic conditions are discussed in the first section?

• Rising inflation and interest rates

• Declining currency values

• Stable economic growth

• Decreasing inflation and interest rates

Which region is highlighted for its robust and exciting market in the second section?

• South America

• Southeast Asia

• Africa

• Europe

What is a key factor affecting private equity deal-making mentioned in the third section?

• High investor confidence

• Recalibration of exit expectations

• Lack of investment opportunities

• Increased government regulations

What are the three basic needs mentioned as potential risks in the third section?

• Transportation, communication, and housing

• Food, energy, and access to capital

• Technology, healthcare, and education

• Security, employment, and infrastructure

What is the anticipated trend for private equity deal-making towards the end of the year?

• Significant increase

• Stability

• Rapid growth

• Slowdown