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US equities’ decade-long overperformance takes a pause
Season 1 · Episode 1

US equities’ decade-long overperformance takes a pause

Dealcast: The M&A Podcast · Anthony Phillips

March 10, 202514m 22s

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Show Notes

In our first regular feature on equities, Sam Kerr, Mergermarket’s Global ECM Editor, joins Dealcast host Julie-Anna Needham to discuss how big selldowns in names like Italian luxury automobile giant Ferrari and Swiss pharmaceutical conglomerate Novartis are driving the European market.

  • Despite the success of European selldowns, why did the IPO of Spanish travel-tech company HBX Group fall flat?
  • What went wrong with the IPO of US liquified natural gas (LNG) producer Venture Global?
  • Are US President Donald Trump's policy decisions affecting the mood, or would the ECM markets have turned regardless?

All this and more in this week’s Dealcast