Detailed Findings
Geographies and Sectors
Geographic Allocation
North America continues to drive our respondents’ interest and appetite. This year it is an even more popular destination for investment, viewed as the market in which there will be the biggest opportunity – selected by 74% of participants, up from 69%. Healthcare companies are particularly bullish on the region (78%).
Appetite for the UK is broadly in line with last year, with a minor decrease in those selecting it as the biggest opportunity to 18% (20% in 2024, which does not reflect well on business sentiment for the new government).
Interestingly, 36% selected Europe (43% last year, with worsening Institutional and Private Equity appetite both driving this).
Amid ever-more complex global tensions, China has recovered slightly from last year, with 16% of respondents highlighting it as the market in which they see the biggest opportunity, up from 12% in 2023.
0%
50% of private equity respondents identify Europe as a region of value opportunity for the healthcare sector
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