Neumarz Market Outlook January 2026
2026 M&A trends: why European and Swiss buyers are targeting US assets, plus outlook on healthcare, financial services, and energy consolidation.
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The 2026 Strategic Horizon: Capital Allocation in an Era of Physical Scarcity and Fiscal Dominance
As the 2023-2025 cycle concludes, market consensus suggests a fundamental regime change. The "high nominal growth" era is giving way to a period defined by shrinking cash yields, physical resource constraints, and aggressive industrial policy.
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Europe’s Big AI Bet: How New Guidelines Will Shape the Future of General-Purpose AI Models
Europe’s Bold Step into AI’s Future Setting Clear Boundaries for AI Innovation...
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European Venture Capital Performance Holds Strong—But for How Long?
Europe’s venture capital stays ahead with rising valuations and dry powder, but liquidity challenges threaten its lead as US exits regain pace.
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