Goldman’s Global Head of M&A Is Still Optimistic for 2026

Goldman Sachs’ global M&A chief expressed cautious optimism for 2026 dealmaking, citing stabilizing economic conditions and pent-up demand after years of volatility. The outlook reflects confidence in corporate restructuring and strategic acquisitions. Software startups are expected to drive new company formations, with AI and quantum-adjacent tools fueling investor interest. Feldgoise highlighted this sector as a bright spot amid broader market uncertainty. Private credit firms like Ares and Apollo imposed withdrawal caps as outflows accelerated, signaling liquidity pressures in alternative investments. The move underscores shifting risk appetites in 2026’s financial landscape. SpaceX’s potential record-breaking IPO looms, with analysts watching its valuation impact on tech and aerospace markets. The deal could reshape public market dynamics if executed this year. Central banks remain hesitant on rate hikes, with the ECB and Fed prioritizing stability over aggressive policy shifts. Economic surveys suggest cautious growth, tempering inflation fears.