Bloomberg Businessweek Bloomberg Businessweek Weekend - March 7th, 2025
Mar 7, 2025
Lynn Martin, President of the NYSE Group, shares insights on the current IPO landscape and investment environment. Michael McKee discusses the economic impacts of tariffs and inflation trends. Ben Ren, CEO of Sigtek, dives into AI's role in financial market analysis, while Raj Danda highlights private credit growth and its appeal to investors. Mina Flynn offers strategies on constructing portfolios amid market volatility. Together, they explore the intersection of economic factors and technological advancements shaping financial decision-making.
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Timing of IPOs
- Private companies' financials become outdated, requiring restatements, often between mid-February and end-February.
- Expect IPOs to increase as companies update these financials and pipelines become clearer.
Market Volatility Trumps IPO News
- The sell-off was more noteworthy than CoreWeave's IPO filing, even with a potential $4B raise and $35B valuation.
- Markets recalibrate, and the sell-off was the worst of 2025 so far.
IPOs Trading Below Offer Price
- Three of the four largest US IPOs in 2025 traded below offer price initially.
- This doesn't mean they shouldn't have gone public, valuations might be questioned but it's not an immediate judgment.