As global economies face divergent growth trajectories, evolving monetary and fiscal policies, geopolitical uncertainty, and unprecedented investment in artificial intelligence, valuation professionals must navigate an increasingly complex landscape. In this session, Kroll's experts will examine what the latest economic developments and financial market signals mean for valuation, including where those signals conflict. Participants will gain insights to help assess risk, develop defensible cost of capital estimates, and make informed decisions in a rapidly changing environment.
What You’ll Learn
By attending this webinar, you will be able to:
- Assess the drivers of divergent growth prospects across major economies and their implications for valuation assumptions.
- Analyze how energy shocks, inflation expectations, central bank policies and fiscal pressures influence sovereign bond yields and cost of capital estimates.
- Evaluate the potential effects of AI investment on productivity, profitability and long-term growth, and the extent to which these expectations are already reflected in market valuations.
- Understand how the 2026 U.S. midterm elections could impact economic activity and financial markets through changes in fiscal, regulatory and trade policy.
- Interpret economic indicators and market signals, including potentially conflicting evidence, to better understand Kroll's U.S. and eurozone equity risk premium recommendations.
- Compare country-specific vulnerabilities to geopolitical tensions, energy shocks and financing pressures, and learn how to reflect these risks in cross-border valuations.
Who Should Attend?
Valuation professionals, finance executives, investment professionals, corporate development teams, accountants, auditors and anyone involved in estimating the cost of capital or making valuation-related decisions.
Don't miss this opportunity to gain timely insights from Kroll's Cost of Capital Team and enhance your understanding of the economic and market dynamics that will influence valuations in 2026.
Register now to secure your place.
