Report
The 2026 European Capital Markets Outlook.
A 48-page survey of 117 institutional investors, 84 boards, and what they expect from the next 12 months.
By Greta Halden · 12 min read
Short reads from the partners. We publish when we have something to say.
A 48-page survey of 117 institutional investors, 84 boards, and what they expect from the next 12 months.
Private capital's quiet shift downstream — and what it means for sponsors competing for the same assets.
A short read on the half-dozen disclosures that consistently fail first audit cycles — and the controls that survive them.
The hidden tax of separating shared services, and how to budget for it honestly.
Not regulatory approval — but the smaller frictions (works councils, IT separation, tax substance) that delay closes by quarters.
Why the 2026 maturity cliff is real, but smaller than the headlines suggest.
