Evan Junick

speaker

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

Evan Junick’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

Welcome to JPMorgan's Making Sense.

I'm Evan Junick, Global Head of Corporate Finance Advisory.

Today, I'm joined by Charlie Bugart, Global Head of Advisory and M&A.

Charlie recently stepped into this role at a moment when markets are showing an unusual mix of resilience and complexity.

At mid-year, we're seeing a market that has absorbed a lot.

Geopolitical shocks, commodity volatility, a more complicated rates backdrop, and ongoing questions around the return on AI and other growth investment.

At the same time, capital markets have remained receptive, companies are still investing, and the M&A market has been notably active.

For today's conversation, we're going to look at that mid-year picture through two primary lenses.

First, we'll draw on the global M&A mid-year outlook, which gives us a view into deal activity, boardroom behavior, and what it means for companies to be strategically ready.

And second, we'll draw on our CFA mid-year work, which we're calling Building Through Uncertainty, which looks at macro conditions, market resilience, AI capex scrutiny, and much more.

Charlie, lots to discuss today.

Thanks for joining.

So let's start with the basics.

Why don't you give us just a rough sense of the first six months of 2026?

What did the M&A outlook look like and what have we learned so far?

Yeah, I think in some regards, this is just a lot of the themes we've been highlighting for years now coming to fruition, right?

The themes we've talked about in the past, but are resonating today, right?

One is the premium for growth.

We've seen a significant premium for growth across the market, really almost any way you slice it, whether you talk about large cap companies and the relative growth that they're exhibiting and their valuations.

And we'll talk a little bit more later about how that's actually manifesting, not just in M&A, but also in broader investment trends as well.

Showing 1–20 of 116 · page 1 of 6