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Key takeaways from investor conferences

Stadsholmen Equity

22 Mar 2023

Last week, Stadsholmen Equity participated in three investor conferences: Julius Baer's conference in Stockholm, Expert Investor Nordic Congress in Oslo and the مؤتمر القطاع المالي - Financial Sector Conference in Riyadh.

In the past couple of weeks, we have seen volatility return with a vengeance to the global financial markets, also affecting the unlisted environment. Despite the headlines, it is not all gloom. Some key takeaways from the conferences include:


— Continued strong interest within the international investment community for Nordic tech companies, although valuation expectations have been revised further due to increased risk premia.


— ESG continues to be a critical factor in investment decisions.


— Large regions, e.g. the Middle East and South East Asia, are less affected by the current geopolitical and inflationary crisis — and thus continue to deliver steady GDP growth.

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