Goldman Sachs's Freund on Australia's 2022 M&A Outlook

The video discusses the unexpected market activity post-2020, driven by factors like strong equity markets and board confidence, leading to increased M&A activity. It highlights the financial environment in 2022, with potential rate rises and continued volatility. The tech sector's high valuations and strategic acquisitions are examined, along with the growing importance of ESG and energy transition in M&A decisions.

What factors contributed to the extraordinary M&A activity in 2021 and 2022?

How did the equity market strength influence companies' M&A strategies?

What role did superannuation money play in the market during this period?

What are the expectations for the tech sector in terms of M&A activity?

In what ways is ESG expected to impact M&A activity moving forward?