JPM's Raghavan Says Private Equity Will Be Biggest Driver of M&A

The video discusses the impact of macro uncertainties like Brexit and trade wars on investor sentiment, highlighting a cautious optimism in the market. It explores the declining wallets and a benign rate environment, with executives being careful yet proceeding with plans. The video also covers M&A activity, noting significant volumes in the US and Europe, and the proactive strategies companies are adopting in response to activism. It concludes with a focus on private equity as a major driver of future market trends, emphasizing the liquidity available for investment.

What are some of the macroeconomic uncertainties affecting investor sentiment?

• Climate change

• Technological advancements

• Rising interest rates

• Brexit and trade wars

What is the general sentiment among investors despite the declining investment wallets?

• Overconfidence

• Pessimism

• Cautious optimism

• Indifference

Which region has led the charge in M&A volumes this year?

• Europe

• Asia

• Africa

• United States

What proactive measures are companies taking in response to activist investors?

• Expanding into new markets

• Increasing dividends

• Proactive housekeeping and spinoffs

• Reducing workforce

What is expected to be the biggest driver for future investments?

• Government spending

• Private equity

• Retail investors

• Cryptocurrency