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 macro uncertainties that investors are currently facing?

Discuss the impact of Brexit and trade wars on investor sentiment.

What are the indicators of cautious optimism among investors?

How has the declining wallet impacted investor behavior?

What role does private equity play in the current market environment?