Wave of Equity Issues Is Coming, JPMorgan Says

The transcript discusses the current state of market liquidity, driven by unprecedented QE, and its impact on asset classes. It explores investor behavior post-COVID, highlighting a shift from debt issuance to M&A activities. The role of private equity and the availability of leverage are emphasized as key drivers for future M&A. The discussion also covers growth areas for JP Morgan in EMEA, focusing on debt issuance normalization and equitisation. Finally, it addresses the impact of work-from-home models and Brexit on business operations.

What factors have contributed to the markets being awash with liquidity?

How has the COVID-19 pandemic influenced the stages of market evolution?

What are the implications of the current market conditions for M&A activity?

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

What are the expected trends in debt issuance in the coming years?

In what ways are companies looking to utilize their capital structures post-COVID?

How are companies addressing the challenges posed by the pandemic in terms of their workforce?