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Dealcast: The M&A Podcast

US equities’ decade-long overperformance takes a pause

10 Mar 2025

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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

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