Get In Touch
Allegory Capital SA,
Chem. du Vernay 14
1196 Gland
Switzerland
+41 21 561 34 97
contact-ch@allegory.capital
Work Inquiries
work@allegory.capital
+41 21 561 34 97
Back

Insights

  • Orsen Okami
  • Posted by Orsen Okami
January 8, 2026

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.

Read More
  • Orsen Okami
  • Posted by Orsen Okami
December 29, 2025

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.

Read More
European Union flag on a facade of the building
  • Orsen Okami
  • Posted by Orsen Okami
August 1, 2025

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...

Read More
Building of the Council of Europe in Strasbourg
  • Orsen Okami
  • Posted by Orsen Okami
July 25, 2025

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.

Read More