Alantra

In this edition of the Macro Update, we delve into the global economy's optimistic outlook despite concerns over high deficits and public debt levels. We analyze the expected moderate growth and inflation trends in the US and Eurozone, potential interest rate cuts by the Fed and ECB, and the risks posed by political and fiscal challenges. Additionally, we provide insights into the performance of equities, government bonds, corporate bonds, and currencies in this evolving economic landscape. ➡️ Check out Alantra's latest Macro Update, launched in collaboration with Álvaro Sanmartín Antelo, Partner and Chief Economist at AMCHOR INVESTMENT STRATEGIES SGIIC: https://lnkd.in/dDxjYHaa #AlantraMacroUpdate #InterestRates #Inflation

On our latest #CrossroadsbyAlantra episode, Frédéric Laurier is joined by Gadi Lachman, Founder and CEO at TriNetX, to explore the transformative role Real-World Data (RWD) plays in revolutionizing the healthcare industry. They discuss how TriNetX's extensive data repository and optimization of clinical trials are influencing pharmaceutical companies, while adhering to regulatory standards like HIPAA and GDPR. Gadi also highlights the pivotal role of AI in structuring and harmonizing data and envisions innovative ways for clinicians and researchers to interact with TriNetX’s database. 🎧 Tune in to listen to our podcast: https://lnkd.in/d3E-dBhb #CrossroadsbyAlantra #RWD #Healthcare #Innovation #AI #DataPrivacy

📢 We’ve just published Alantra’s 2024 Mid-year Review of the Consumer Health Sector, where you will find all the current market insights and trends! In this issue, we explore: 🔎 AI in Personalized Marketing: Exclusive interview with Alfred Whitehead on how Large Language Models are transforming marketing strategies. 🎧 https://lnkd.in/dCACsbPN 🔎 OTC Switches: Timeline of the Opill and Narcan success, as well as the concept of “Acquired-to-Switch” 🔎 Natural OTC Products: Delayed adoption in North America due to lack of regulatory framework and consumer education 🔎 Global Trends: APAC is now the second largest CHC market; Digital-aided self-education is working At Alantra, we are committed to fostering knowledge sharing and collaboration across the Consumer Health universe. 👉🏽 Read the full report here: https://lnkd.in/d8pnc9FA #ConsumerHealth #HealthcareTrends #OTC #AI #HealthcareInnovation

Next week, Charles Lanceley, Alantra’s UK Head of Food & Beverage, will be hosting the "Alantra Fast 50 – Insights from the UK’s Hottest F&B Brands" panel at this year’s Bread & Jam Festival, the biggest UK event for FMCG entrepreneurs interested in accelerating the growth of their business in retail, foodservice and D2C. Charles will be joined by three standout companies from the latest Alantra Food & Beverage Fast 50 report: Amy Moring, Co-founder of Hunter & Gather; GS Sidhu, Chief Strategy Officer at Tŷ Nant Natural Mineral Water; and Gaz Booth, Co-founder of Holy Moly | B-Corp™. ⏰ 10:30 AM, Shop Talk Panel 👉🏽You can still get 20% off ticket prices with this special Alantra code: SPEAKERPAL #breadjam24 #AlantraFast50 #BusinessGrowth

🚀 London, Madrid, Paris, Frankfurt, and New York have been welcoming their summer interns over the past few weeks, and we wanted to give them a warm welcome! During their internship, they delve into Asset Management, Corporate Finance, FIG and Corporate Services, offering their fresh perspectives, creativity, and enthusiasm. Interns will work closely with our teams, gaining valuable insights and contributing to real-world projects. Our summer internship program is designed to provide students and recent graduates with first-hand experience, foster professional growth, and develop critical skills, serving as a stepping stone into analyst roles. 🔎 Find out more about our internship and entry-level programs here: https://lnkd.in/eK6n4z5V #LifeatAlantra #Talent #SummerInterns #GlobalInternship

📈 Milano Finanza published an article on how to identify opportunities for strong returns from the top 30 cash-generating companies on Piazza Affari. Luca A., Head of Italian Equity Research at Alantra, provides insights into how these companies are generating substantial value for investors, including their strong cash flow generation, strategic investments, and competitive advantages across sectors like technology, pharmaceuticals, and luxury goods. Read the full article to learn more: https://lnkd.in/d_XgXHU3 #PiazzaAffari #CashFlow #StockMarket #InvestmentStrategies

Alantra is pleased to announce it has acted as Global Coordinator for the capital increase of Making Science, a listed technology, data & marketing consultancy group founded by former Google executive José Antonio Martínez Aguilar, on BME Growth.   Alantra carried out an extensive marketing process and thorough investor education. Despite an adverse market environment for the micro-cap space, Alantra’s marketing efforts significantly contributed to a final book populated by leading local and international investors.   Andre Pereira-Ambrosio, Managing Director and Head of ECM at Alantra, said: “Our successful participation reflects the credibility of our equities franchise with top investors in Iberia, the UK, and Continental Europe as well as our unique track record in equity capital markets transactions. We are proud to have assisted Making Science in this transaction, which will enable the company to continue growing and generating value for its stakeholders. This is our second capital markets transaction with Making Science since 2022, demonstrating the effectiveness of our Corporate Brokerage business and our long-term strategy with our clients.”   Read more: https://lnkd.in/dE7tK224   #AlantraEquities #CapitalIncrease #ECM

Alantra sponsored the Global ABS Conference in Barcelona, and we're delighted to share that the event was a tremendous success. Our team organized over 60 meetings between investors and issuers, reaffirming Alantra's pivotal role in the industry. Holger Beyer, Edwin Harrap and Francesco Dissera participating in three panels. These sessions provided a platform to delve into current transactions and emerging trends in both the public and private ABS markets.   Key highlights of the panel discussions included: 🔹 Significant Risk Transfer (SRT) and strategies for funding reperforming loans across our core countries 🔹 Exploring alternative funding methods for performing portfolios, with lively debates on forward flow agreements for Non-Banking Financial Institutions (NBFIs) and existing banking groups   A special highlight was our exclusive drinks reception, where we hosted over 200 clients, including both investors and issuers. As we reflect on the success of the Global ABS Conference, we are in the market with several transactions discussed in Barcelona, covering both synthetic and traditional ABS. Thanks to our clients in EMEA for their continued trust and partnership. Alantra looks forward to building on the momentum generated at this conference. Get in touch to discuss our recent transactions or explore how Alantra can assist you.   #GlobalABS #ABSMarket #Investors #Insights

🏃♂️ Last week, a team of 42 Alantra colleagues participated in the J.P. Morgan Corporate Challenge in London. Joining over 21,000 runners from more than 600 companies, they completed a 5.6km run through Battersea Park in support of Centrepoint, the UK's leading youth homelessness charity. Congratulations to all participants!! 🙌 #LifeAtAlantra #OneAlantra #JPMorganCorporateChallenge #JPMCC

Following his participation in the C&C Forum organized by Capital & Corporate, Javier García-Palencia, CEO of Alantra Investment Banking Spain, discusses the current challenges in deal origination, the increasing competition in the market, and how Alantra leverages technology and data to generate leads and optimize workflows. Digitalization, AI and advanced analytics, in particular, will be pivotal differentiators in M&A in the coming years, coupled with deep sector specialization. Alantra's 570+ professionals across 20 countries use technology and AI-powered tools in their daily work. 📽 Watch the interview here: https://lnkd.in/dEs49mvx 📰 Read the full coverage of the event here: https://lnkd.in/d9wjdpaJ #Technology #LSEG #CapitalAndCorporateForum