Original Release Date November 15, 2024: Our head of Corporate Credit Research Andrew Sheets explains why a stronger economy, moderate inflation and future rate cuts could prompt deal-making.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Today I’ll discuss why we remain believe ... Show More
Jan 2023
M&A in 2023: A complex but optimistic outlook for deal-making
After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sachs, Stephan Feldgoise and Mark Sorrell, the co-heads of the Global Mergers and ... Show More
21m 48s
Dec 2024
The outlook for global deal-making
The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of the global mergers and acquisitions business in Goldman Sachs Global Banking & Ma ... Show More
22m 6s
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s
Sep 2025
M&A Is Heating Up. Is Your Dealmaking Still on Ice?
M&A activity is waking up, but many companies are reluctant to leap into the fray. Daniel Friedman, BCG’s global leader of transactions and integrations, explains why bold moves now could pay off. Waiting may feel safe, but the cost could be forfeiting once-in-a-decade opportunit ... Show More
21m 33s
Aug 2025
M&A trends and opportunities: A global perspective
<p>This episode of What’s The Deal? delves into the dynamic landscape of mergers and acquisitions. Jay Hofmann, head of North American M&A at J.P. Morgan, is joined by his colleagues, Cassander Verwey, co-head of Europe, Middle East and Africa M&A, and Rohit Chatterji, he ... Show More
21m 31s
Jan 2024
Investment Outlook for 2024
While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ... Show More
20m 6s
Jul 2024
Private Equity on the Upswing: Marking Revival in Q2 2024
In this episode, Sean Mooney provides an uplifting overview of BluWave's Q2 2024 Private Equity Insights Report. Amidst fluctuating economic conditions, the private equity deal market shows promising signs of recovery, mirroring the broader economic upturn. Drawing an analogy to ... Show More
19m 44s
Oct 2024
Executing Strategic M&A in Today's Market
Todd Henrich, SVP Head of Corporate Development at Booking Holdings (NASDAQ: BKNG) Today's M&A market conditions are volatile, regulatory scrutiny is high, and the pressure to find value is greater than ever. The risks of entering a deal without a firm understanding of today's ma ... Show More
57m 38s