Welcome back. Stocks on track for another record close. Here to share where he sees the market heading next is Chris Tumi, Morgan Stanley, managing director of private wealth management.It's good to see you back. Thanks for having me. You say good news is already priced in.Really. Like you think it's all in. No, I mean I look I think we've been positive on the market.So I think the variables that were driving performance for us were, you know, earnings breath which is continuing to look good, operating leve ...

here. Veto Sperudo is here. Veto, good to have you on.Really appreciate you joining us. Thank you very much. >> Thank you for having me.I think I'm going to bring you out to like hype me up like that every time. >> That was good, right. Let's get ready to rumble.But you would note that unfortunately I've got to temper those numbers a little bit because those numbers are for the big big deals. Are deals under a billion dollars getting any traction. >> Yeah, I mean as you noted, deals over five billion are up ...

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Hong Kong is regaining its global standing after a rough few years. Many people wrote off the city state after political upheaval and strict co measures. But Hong Kong is now ahead of rivals in New York, London and Mumbai in IPOs.And the Hangen Index is one of the best performing indices worldwide. Much of this momentum comes from mainland China and from Chinese companies looking to raise money in the territory to expand abroad. Mainland Chinese investment into Hong Kong hits a record high this year, and Ch ...

Regulatory Focus - The SEC aims to revitalize the IPO market [1] - Mandatory arbitration and Rule 431 are initial steps towards this goal [1]

Core Insights - The LA CorpGov Forum took place on September 4, 2025, in Los Angeles, focusing on various topics relevant to corporate governance and investment [1][2]. Group 1: Event Overview - The forum was hosted in collaboration with Edelman Smithfield and attracted over a hundred participants, including institutional investors, corporate executives, and USC alumni [1]. - The event featured a mix of panels, fireside chats, and networking opportunities [1]. Group 2: Key Topics Discussed - Major topics included IPOs, shareholder activism, governance in Los Angeles, media and entertainment, sports business, private boards, and international business [2]. - Specific sessions included discussions on maximizing value from private boards and the role of boards in shareholder activism [3].

Market Outlook & IPOs - The IPO market is performing well and considered healthy, avoiding the dynamics seen in 2021 [1][2] - A good IPO market anticipates Federal Reserve easing [2] - The market anticipates the Fed will cut rates by at least 25 basis points [3] Federal Reserve Policy - The market might be disappointed by the lack of clear signals from the Fed regarding future rate cuts [4] - The speaker anticipates one more rate cut before year-end, but not as much as 75 basis points, due to factors like tariffs [5] - The Fed is expected to be data-driven and cautious in its approach [8] - The Fed chair is unlikely to signal a major easing cycle to continue fighting inflation [7] Economic Indicators - A 900,000 job readjustment signaled the likelihood of the Fed cutting rates [4] - Core goods deflation has reversed into modest inflation [6] - The current curve doesn't resemble that of last fall, which is reassuring [9] - Flattening of the yield curve (2s and 10s) is seen as beneficial [9] - The focus should shift to economic growth and avoiding a recession [11]

Market Trends & Investment Sentiment - Investors perceive China's actions regarding analog semi companies as posturing in trade talks, not expecting significant long-term earnings impact [2] - Markets are at a record high, focusing on the Federal Reserve [1] - Investor sentiment has improved, reflecting confidence in the economy, leading to increased asset manager activity [10] - Investors are showing willingness to invest in more speculative growth companies, even those without current earnings or free cash flow [12] IPO Market - The IPO market has had a tremendous year, contrasting with the last three years [9] - IPO volume through mid-September surpasses the full years of 2022, 2023, and 2024, indicating pent-up demand [10] - IPO activity is not limited to tech, extending across consumer and energy sectors [13] US-China Relations & Tech - Technology remains a key area for tariff negotiations between the U S and China, expected to cause continued volatility [15] - The U S and China are working towards a framework for a TikTok deal, with technology at the heart of negotiations [14] Corporate Reporting - The President suggested American companies should report earnings every six months, pending authorization by the FCC [3] - Reduced reporting frequency could decrease volatility but also reduce visibility for investors and potentially increase information disparity [4][5]

As tech leads this latest IPO surge here in the US, could China's antitrust decision on Nvidia put a damper on tech deal making overseas. It's one question. Let's bring in Barclay's global head of tech investment banking, Kristen Roth to Clark.It's good to have you back. Welcome. >> Nice to see you.>> I mean, between M&A and IPOs, you must be busy. Level of activity this year now versus where we were last year. I would say the thing we're most excited about is just the level of IPO activity that we've seen ...

RT Merryn Somerset Webb (@MerrynSW)You want to see IPOs in the UK.. and the return of the retail investor to the UK market? Stop making it complicated.. and just make the market go up (via pension and ISA nationalism). Money attracts money.. https://t.co/g2ChaSELEw ...