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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March 2025 Financial Outlook: The Moment of Reckoning – Markets, Policy, and the Art of Staying Ahead
Markets are shifting faster than ever. Germany is spending big, America is...
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