July 2024
See article number two for a deep dive here. The theme of the big getting bigger absolutely dominates the market at the moment. Historically, these types of trends have ended very poorly indeed. That said, while earnings may not be keeping pace with valuations (i.e. the stocks certainly look pricey), today’s tech giants are certainly growing faster than almost anyone imagined companies of that scale ever could.
June 2024
The Goldman Sachs IPO Issuance Barometer represents a gauge for market participants to monitor if the macro environment is conducive to new IPOs.
May 2024
As you may have heard, we have entered a new chapter at Gallant MacDonald, and we couldn’t be more excited about what the future holds. We are looking forward to many more months of Insights to come!