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M&A Spotlight: Megatrends supersede war fears

Deutsche Bank

Luke Templeman, Galina Pozdnyakova

Markets

|

May 2026

Deutsche Bank Research argues that structural megatrends are still driving M&A despite geopolitical uncertainty.

Markets

May 2026

Deutsche Bank Research argues that structural megatrends are still driving M&A despite geopolitical uncertainty.

Deutsche Bank

Luke Templeman, Galina Pozdnyakova

The Latest

How Fast Can Gulf Production Recover After Reopening?

Goldman Sachs

Commodities

|

May 2026

Thoughts From the Road | China

KKR

Henry McVey

China

|

May 2026

Name changes as a bubble symptom

Acadian

Owen Lamont

Bubbles

|

Apr 2026

Curated Podcasts

AI

Ep.56

#58 The Chart Guy – $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries

Global Macroeconomics

Ep.36

How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)

Miscellaneous

Ep.67

The Trial of the Driverless Car

Global Macroeconomics

Ep.36

The Big Macro Force That’s Been Driving Stocks Higher for Years

Miscellaneous

Ep.62

The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante

Asset Allocation

Ep.77

Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625

Editor’s Picks

Layered Uncertainty: Conflict, Credit Stress, and AI

PIMCO

Market Outlooks

|

Mar 2026

PIMCO’s latest Cyclical Outlook explores why dispersion is rising and how investors may build resilience through quality, liquidity, and diversification.

Market Outlooks

March 2026

PIMCO’s latest Cyclical Outlook explores why dispersion is rising and how investors may build resilience through quality, liquidity, and diversification.

PIMCO

Markets

The Short and Long | 2026 Q2 Macro Investment View

Apr 2026

Citi

Kate Moore

Alternative Assets

The State of US Private Equity Report

Apr 2026

Gain

Market Outlooks

2026 credit market outlook: This side of paradise

Apr 2026

Carlyle

Jason Thomas, Mark Jenkins

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