Evan Junick

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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.

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

The other theme we've seen is one of the value of scale.

And these are themes we've seen now several years.

Again, we can't predict the future, but we know these themes have become more and more durable over time.

Talk to us a little bit about that theme of scale.

What do we see in the data that really illustrates that perceived value of scale, both from our corporate clients and then the broader market as well?

lot in there that I'd like to unpack in a little bit more detail.

So let's rewind the clock for just a second, because at least our piece, and certainly your piece by extension, right, your mid-year assessment, we sort of need to think about where we started this year.

And certainly some of these things that we're talking about are not a surprise, right?

This theme of AI investment, this theme of scale, these are all things that I think many of us anticipated.

But in that period of time, we've actually seen an extraordinary amount of geopolitical volatility as well.

And something we highlight in the CFA piece is that for the first time, arguably, maybe even ever, we've gone through a period of

geopolitical volatility that had a direct impact on commodity prices.

A lot of the assessments historically have shown that most geopolitical conflicts don't really have material impacts on capital markets until it hits commodity prices, and by extension, sort of the bottom line, so to speak, of many companies in terms of supply chains.

But this year,

the market has managed to power through that.

In fact, the first 100 days following the Iran conflict, the S&P was up 9%.

That compares to down anywhere from 10% to 15%, depending on the previous conflict you want to compare and contrast against.

It's a very different kind of market environment.

And I think a lot of people point to the overwhelming resiliency of the market as also a factor in that decision-making process.

You talk about being maybe more proactive, more willing to put yourself out there in a bigger way.

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