PFI Monthly
Research

The May edition includes our interview of the month with Tomáš Pfeiler, CFA, discussing the current AI-driven market environment, equity valuations, interest rates, government bonds, private credit, and broader risks across global financial markets.

This issue explores key themes shaping macro developments, financial markets, corporate finance, private capital, banking, and real estate.

This issue reviews cross-asset performance year-to-date and explores key themes shaping macro developments, financial markets, corporate finance, and private capital.

Cross-asset performance, Japan outlook, market insights, valuation, M&A, private equity, banking risk transfer, real estate returns, and value investing.

This issue reviews cross-asset performance at the start of the year and explores key themes shaping markets, investment decisions, and capital allocation across asset classes.

A year-end review of 2025 across markets, macro trends, equities, M&A, private equity, real assets, investor behavior, book reviews, featuring an interview with Matěj Kumstýř, Asset Manager at RSJ Investments.

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.