Asks about reaction to US political changes and impact on economy.
Andrew
David Solomon
US economy in pretty good shape. Clients encouraged about focus on growth agenda to free up private sector investment.
Asks if optimism is already built into equities given historic high multiples.
Andrew
David Solomon
Hard to dispute high equity multiples. Markets exhibit optimism around growth, technology, and AI wave.
Asks how to quantify new regulatory landscape impact on multiples and transaction activity.
Andrew
David Solomon
Market looks forward. Coming off tough regulatory environment. Change can be constructive but will take time.
Asks about private equity exits and strategic buyers for assets.
Andrew
David Solomon
Private equity/venture community has been on sidelines. Expects meaningful increase in activity in 2025.
Asks how to advise multinationals on tariffs given Trump's executive orders.
Andrew
David Solomon
Complex and fluid situation. CEOs have been thinking about this for years.
Asks what trade negotiations will turn into given Trump's negotiating style.
Andrew
David Solomon
Will turn into rebalancing of trade agreements over time, which can be constructive for US growth if handled right.