What to Expect in M&A in the Second Half

The video discusses the potential for increased M&A activity, focusing on industries less affected by crises, such as financial services, technology, and healthcare. It compares the current situation to the 2008-09 crisis, highlighting differences in recovery patterns. The impact of policy, cross-border risks, and political factors, including the US-China relationship and potential changes in tax policy under a Biden administration, are also explored. These factors could influence M&A activity, with some industries recovering faster than others.

What concerns are raised regarding cross-border M&A activity between the US and China?

What impact might the progressive wing of the Democratic Party have on future M&A deals?