
Shiva Joon
2
APPEARANCES
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012
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Aug 17, 2026
The Macro Brief - The AI ascendency
2:11
2:20
2:28
2:38
3:50

Shiva JoonGUEST
So on the near horizon, uh, private market investors are kind of-- I would say they're a little bit moderately positive, but they're kind of not anticipating any big changes.

Shiva JoonGUEST
Uh, over the 12-month horizon, I think over 60% of the investors that we surveyed are anticipating increase in private market activity.

Shiva JoonGUEST
Uh, on the public side, uh, 55% of the investors that we surveyed are bullish, uh, about, uh, how the equity market's gonna actually perform in the coming next quarter.

Shiva JoonGUEST
Uh, so overall, yes, a lot of opportunity, a lot of positivity, but there is a lot of concentration in AI and AI-related deals.

Piers ButlerHOST
So let's come back to this point on, uh, e-exit, that although the IPO market has, uh, certainly sort of picked up, uh, particularly in the, in the US, trade sales seems to be still the, the favorite exit route?
The AI ascendency
2:11
2:20
2:28
2:38
3:51

Shiva JoonGUEST
So on a near horizon, uh, private market investors are kind of-- I would say they're a little bit moderately positive, but they're kind of not anticipating any big changes.

Shiva JoonGUEST
Uh, over the 12-month horizon, I think over 60% of the investors that we surveyed are anticipating increase in private market activity.

Shiva JoonGUEST
Uh, on the public side, uh, 55% of the investors that we surveyed are bullish, uh, about, uh, how the equity market's gonna actually perform in the coming next quarter.

Shiva JoonGUEST
Uh, so overall, yes, a lot of opportunity, a lot of positivity, but there is a lot of concentration in AI and AI-related deals.

Piers ButlerHOST
So let's come back to this point on, uh, e- exit, that although the IPO market has, uh, certainly sort of picked up, uh, particularly in the, in the US, trade sales seems to be still the, the favorite exit route?