# Markets Mindset: Q2 2025 Equity Capital Markets: Rebound in Activity

Page: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q2-2025-equity-capital-markets-rebound-in-activity
Text version: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q2-2025-equity-capital-markets-rebound-in-activity.md
Podcast: [Beyond The Obvious](https://stenobird.com/podcast/beyond-the-obvious-6984827)
Published: 2025-05-22T18:45:47+00:00
Episode link: https://share.transistor.fm/s/963a3315
Audio file: https://media.transistor.fm/963a3315/5443d105.mp3
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JSON: https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q2-2025-equity-capital-markets-rebound-in-activity
Duration seconds: 364

## Resource

Over the past few weeks, Equity Capital Markets have seen a rebound in activity, presenting windows of opportunity for issuers following a wave of volatility. In our latest episode of Markets Mindset, Mizuho's Head of Equity Capital Markets, Josh Weismer and Managing Director of Equity Capital Markets, Mariano Gaut reflect on current transactions and trends in the IPO, secondary and convertible markets, highlighting some of Mizuho’s recent deals. With positive signals in the equity market and expected wave of refinancings from Covid-era convertibles, we expect an uptick in issuance activity. Hear our projections ahead of a busy summer as we take a deep dive into the IPO, follow-on and convertible markets.

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## Transcript

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