Charlie Bouckaert

speaker

135 appearances 1 recordings 1 series first heard Jul 2026 last heard 30 Jul

Charlie Bouckaert’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Making Sense · Deals and discipline: What’s driving markets at mid-year? · 30 Jul 2026 podcast

I think they've become incredibly important.

And the absence of some of these things is now evident to people.

And so when that manifests, you know, sort of activity, when you look at cross-border activity, for instance, one of the reasons I think that's up as much as it is, is if you don't have exposure to the right markets in which you have the opportunity to grow, your willingness to do things to get that is very high.

And I think we've really seen the bias move to action versus inaction.

I think often corporate boards have a tendency to say we have a pretty good hand and let's keep playing that hand.

I think you've really seen that shift in the last 12 months to, you know, that's actually a riskier move than making some investments and making some bets.

Look, we've certainly seen a shift when you think on the capital side.

I think one of the reasons the market was relatively calm in its assessment of the impact of the capital expenditures is it was getting funded out of cash for a long period of time.

Relative to many super investment cycles you've seen in different industries over time, this was really getting funded organically for a long period of time.

i think we have shifted into a mode where it no longer is both because the cash is getting drawn down and because people are proactively de-risking it so it's some of both going on i do think that means the market now has a heightened sensitivity to how long this is going to persist for what the returns are going to be and you certainly see for some of the companies that are the furthest down leveraging to do it that there's more volatility in the stocks in the way that they perform and so we're definitely i wouldn't call it an inflection point but we're at a transition point

in that.

And it will be interesting to see whether the market remains as sanguine as it's been for that.

But certainly, so far, the magnitude of the opportunity and the secular themes have definitely outweighed some of the risk coming behind the investment.

I think your point around the lack of reaction to commodity prices, the lack of downward pressure as a result, does tie into those themes of balance sheets are still relatively healthy.

There is more stress starting to come because of the magnitude of the investment, but overall still relatively healthy.

And earnings so far haven't really been impacted by some of the inflationary pressures.

Obviously, in some sectors, more on the retail side, you are seeing some pressure come through.

But for the most part, while companies are worried about it, they haven't seen the pressure.

And I think as a result, the market is looking through and believing that the growth upward pressure is coming from the secular themes of AI and some of the geopolitical realignment.

are going to outweigh and mitigate any spikes in commodity prices, which haven't been really severe.

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