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Bloomberg Talks
Churchill Asset Management CEO Ken Kencel
May 23, 2024
Ken Kencel, CEO of Churchill Asset Management, discusses US/UK markets and the rise of Nvidia with Bloomberg hosts. They explore market liquidity, M&A activity, political uncertainties, challenges for portfolio companies in a high-rate environment, and compare financing options in US and Europe.
10:29
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Quick takeaways
- US/UK markets see rise in Nvidia, creating financing opportunities for companies.
- Return of M&A activity as financing markets normalize, with US having more efficient capital market than Europe.
Deep dives
Trends in Capital Markets
The podcast discusses the long-term trend of rates normalizing, creating opportunities for companies to raise financing. Over the last 18 to 24 months, the liquid loan markets were essentially closed but have recently opened up, allowing companies to access capital and facilitate investment in businesses. This normalization is leading to the return of M&A activity and confidence in the financing markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode