In a complex but manageable geopolitical environment, with inflation under control and interest rates falling, global equity markets have reached all-time highs. However, fighting inflation has limited corporate financing, and open innovation has seen a reduction in available funds in the venture capital sector. Economic forecasts for North America, Europe, China, India and Emerging Countries depend on the management of the ecological transition.
In the automotive sector, during the advanced but not yet complete phase of the green transition, expectations for listed stocks vary between new companies such as Tesla and Rivian and long-established companies such as BMW and Toyota. In the Motor Valley, luxury brands thrive, while in Europe automotive components face challenges related to reduced financing. Open Innovation and venture capital, impacted by rising rates in 2023, have seen a significant decrease in invested resources, requiring targeted strategies to support growth and innovation.
Moderator: Filomena Greco, Il Sole 24 Ore
Speakers:
– Martin Grebner, Managing Director Investment Banking Division Morgan Stanley
– Enrico Chiapparoli, CEO Italy | Co-Head of EMEA Industrials Investment Banking Barclays
– Stefano Molino, Responsabile del Fondo Acceleratori – CDP Venture Capital SGR
– Enrico Dente, Motor Valley Accelerator Director
– Giovanni Revoltella, CEO DBAG Italia
– Roberto Ferraresi, CEO The Equity Club
– Paolo Poma, Managing Director & CFO Automobili Lamborghini
– Francesca Protano, CNH Head of Technology Strategy and Competence Centers