What to Expect in Investment-Grade Activity This Year

The video discusses the current state of the market, highlighting the strong performance of investment grade sectors despite geopolitical uncertainties and election cycles. It explores the trend of US companies issuing in European markets to capitalize on arbitrage opportunities, driven by yield disparities and ECB policies. The impact of Brexit is considered minimal compared to central bank actions. The video also examines the market pipeline, noting a decrease in M&A volumes and a shift towards more measured financing transactions.

What factors are contributing to the expectation of a contraction in supply in the investment market?

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How has the geopolitical situation influenced the investment market according to the text?

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Discuss the impact of historical election years on M&A volumes as mentioned in the text.

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What trends have been observed regarding U.S. companies issuing in European markets?

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What are the expectations for the size of transactions in the current year compared to previous years?

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