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  • Orsen Okami
  • Posted by Orsen Okami
June 22, 2026

Private Equity's AI Bet: Plenty of Pilots, Limited Proof in the P&L

Private equity adopted AI faster than it has proven the returns. Adoption reached roughly two-thirds of European funds, while around 8% report a material impact on EBITDA or exit value.

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Statue de marbre classique prenant un selfie devant un graphique boursier — Neumarz, orientations stratégiques juin 2026
  • Orsen Okami
  • Posted by Orsen Okami
June 11, 2026

Markets June 2026: AI Defies the Hormuz Oil Shock

Les marchés ignorent un choc pétrolier majeur et s'envolent sur l'IA : neutralité active sur les actions, surpondération des métaux et du crédit Investment Grade en euro, prises de profits sur la technologie.

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neumarz blog
  • Orsen Okami
  • Posted by Orsen Okami
May 12, 2026

May 2026 M&A: Algeria Opens, the US Pivots, Switzerland Bridges

May 2026 reframes cross-border M&A around three corridors: Algeria opens, the US pivots, Switzerland bridges. A mid-market playbook for analysts and decision-makers.

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market intelligence brief (3)
  • 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.

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  • Orsen Okami
  • Posted by Orsen Okami
November 12, 2025

Neumarz Market Intelligence Brief – November 2025

November 2025 encapsulates that transition. Markets reward foresight, governance and technical mastery. Corporations operating between Switzerland, Western Europe and the United States stand at the frontier of that transformation. Liquidity endures, but leadership belongs to those who know how to use it.

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Aerial view of Zurich
  • Orsen Okami
  • Posted by Orsen Okami
July 24, 2025

How Private Equity Liquidity Is Being Redefined in 2025

A Market Rich in Investments Yet Short on Exits Private equity firms...

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