M&A Activity Is Picking Up: JPMorgan's EMEA Leveraged Finance Head Schlumberger

The video discusses the current economic environment, focusing on refinancing trends and the resilience of the high yield market. It highlights the importance of refinancing in the current climate, noting that debt costs have returned to long-term averages. The discussion also covers sector-specific risks, particularly in consumer-exposed areas, and the dynamics of M&A activity, including the challenges of aligning buyer and seller expectations. The video concludes with an analysis of the impact of economic factors on different industries and a future outlook, emphasizing the need for caution and long-term planning.

What concerns exist regarding commercial real estate in the current market?

How do interest rates and economic risks influence the M&A activity?

What role do sector-specific factors play in the refinancing landscape?