PFI Monthly
Research

Analysis of cross-asset performance, demographic shifts, market volatility, portfolio construction, Czech M&A developments, and the evolving private equity landscape. Featuring an interview with David Kufa, Head of Wealth Management at Conseq Investment Management, a.s.

Insights into cross-asset performance, equity valuations, AI-driven market trends, corporate finance, and the energy transition. Featuring an interview with Martin Rejna, Executive Director at ENERGO-PRO.

This issue reviews cross-asset performance and provides in-depth analysis of the Czech economy, financial markets, banking, private equity, real estate, behavioral finance, and digital assets.

This issue provides a comprehensive review of cross-asset performance and offers in-depth analysis of macroeconomic trends, market dynamics, and investor behavior. It also covers key developments in banking, private equity, real estate, and the Czech M&A market.

The July release of our Monthly Research Report brings a broad perspective on the trends shaping global and regional finance: Structural risks behind the U.S. net investment position, AI’s impact on markets, banking, and decision-making, Key global and Czech M&A activity, Investor behavior through the lens of Prospect Theory, Including an interview with Andre Chelhot, CFA.

This month’s report covers Stanley Fischer’s legacy, Europe’s industrial policy shift, US market risks, EU banking updates, Czech healthcare M&A, private equity trends, and an interview with Laurent Millet.

This month’s report dives into Erste’s expansion into Poland, the risks of rising protectionism, growing private equity interest in sports, and Czech M&A developments. Includes an interview with Jeroen Blokland, CEO of Blokland Smart Multi-Asset Fund.

Dive into the latest macroeconomic and financial market trends impacting global and Czech markets. Financial & Economic Trends, Market Outlook & Portfolio Strategy, Czech Economy & Real Assets, Private Equity & Venture Capital, Banking & Risk Management, Behavioral Finance, M&A Insights and more! 

We are thrilled to present the latest insights from our PFI Monthly Research Report, offering an in-depth analysis of the key economic, financial, and investment trends shaping the global and Czech markets.

Interview with Petr Smutný, Partner, Business Recovery Services at PwC Česká republika and valuable articles on Financial & Economic Trends, Investment & Banking Sector, Mergers & Acquisitions, Private Equity & Behavioral Finance or Innovation & Digital Assets. 

In January issue you can find Analysis of global macroeconomic trends, Stagnation of the Czech economy, otential mean-reversion of S&P 500 earnings and much more! Also includes an interview with Jonáš Kotyza, Founder & Chairman of the Board, Prague Finance Institute.

With the new year comes a new issue of PFI Monthly. In it you will find an interview with Vojtěch Šikl, the first recipient of the PFI Scholarship, as well as many interesting insights into financial markets, M&A and more.