[PDF] Capital Markets Day 2015 - Ericsson

Is there an active M&A market in 2021?

Rob Kindler, the global head of M&A at US investment bank Morgan Stanley (MS) says all the elements are there for an active M&A market in 2021, “from corporations looking for scale and growth to private equity firms and SPACs looking to invest capital”. Access to inexpensive and plentiful capital is feeding the M&A boom, according to MS.

What is the M&A outlook for consumer markets in 2022?

The M&A outlook for consumer markets in 2022 remains strong as companies continue to innovate and digitalise their businesses in response to changing customer preferences and new emerging business models.

What are the main updates to our five-year capital market assumptions?

The main updates in our five-year capital market assumptions compared to our mid-2019 report are: Expected equity returns in nominal terms are higher, as valuation is improved.

What are capital market expectations (CME)?

This reading’s focus is capital market expectations (CME): expec- tations concerning the risk and return prospects of asset classes, however broadly or narrowly the investor defines those asset classes. Capital market expectations are an essential input to formulating a