What is David Solomon's outlook on the 2026 M&A market?

David Solomon predicts 2026 could be one of the best M&A years ever due to a deregulatory environment and improved market conditions.

Why are CEOs hesitant to invest despite good economic conditions, according to David Solomon?

CEOs are concerned about inconsistent policymaking and geopolitical "noise" from Washington, which creates uncertainty.

How does the US economy compare to Europe's, according to Goldman Sachs?

The U.S. economy has a higher trend growth rate (2%) compared to Europe's (<1%), with the gap expected to widen.

Home / Business and Economy / CEOs Ready to Invest Billions, Demand Policy Clarity

CEOs Ready to Invest Billions, Demand Policy Clarity

23 Jan

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Summary

CEOs plan record investment contingent on Washington reducing policy unpredictability.
Goldman CEO predicts 2026 could be a top year for M&A activity.
The US economy shows stronger growth than Europe's due to better capital formation.

CEOs Ready to Invest Billions, Demand Policy Clarity

Goldman Sachs Chairman David Solomon reports that global business leaders are prepared to initiate record-breaking investments, but they require greater policy consistency from Washington. Speaking ahead of the World Economic Forum in Davos, Solomon noted that while macroeconomic conditions are favorable for markets in 2026, executive sentiment is dampened by policy "noise" and unpredictability.

Solomon anticipates a significant resurgence in mergers and acquisitions, potentially making 2026 one of the best years for M&A activity, especially within a deregulatory environment. He also foresees a "mega-cycle" for IPOs as private equity portfolios seek exits. However, this optimism is tempered by CEO concerns over a "shotgun approach" to policy implementation.