
The Monthly Market Pulse – September 2026
Explore key asset and wealth management trends, including Roth 401(k)s, active fixed-income ETFs, and tech-enabled portfolio construction.

Explore key asset and wealth management trends, including Roth 401(k)s, active fixed-income ETFs, and tech-enabled portfolio construction.

Building an AI agent is now easy. The hard part is redesigning the work around it. Here’s why agentic AI needs domain advisors, forward-deployed engineers, and change consultants working together from day one.

Explore why fee income is becoming increasingly important as banks diversify revenue, strengthen client relationships, and pursue more resilient growth.

AI is driving a fundamental redesign of datacenters, requiring new approaches to cooling, networking, automation, and facility management to support high-density computing workloads.

Agentic workflows represent the next evolution of enterprise AI, enabling systems to plan, execute, and adapt across multiple steps instead of simply generating responses. When combined with human expertise and appropriate governance, they help organizations automate complex business processes more effectively.

Understand the impact of agentic AI in work as it shifts from passive tools to active participants in organizational decisions.

Hyperscaler AI capex is surging. See what rising investment means for free cash flow, ROIC, monetization and shareholder returns.

Discover how AI and human creativity help brands scale design while maintaining consistency and quality.

Smart elevator modernization is transforming aging equipment into connected, intelligent assets that improve reliability, efficiency, and lifecycle value.

Discover the key investment banking trends shaping 2026, including M&A activity, capital markets growth, bank revenues, AI, private capital, and deal outlook.

Learn how Evalueserve and OpenAI combine AI technology and domain expertise to solve complex business problems and improve enterprise workflows.

Hospitality has adopted AI, but adoption alone creates little advantage. The next step is connecting trusted data, domain expertise, human judgment, and governed action.

India’s workforce debate assumes skills are scarce. For millions of workers, the real constraint is that employers cannot observe, verify, or price the competence they already have. Closing this visibility gap requires assessment, credentialing and verification infrastructure — not another round of training targets.

Most companies are not short of data — they are short of confidence in what it is telling them. Here is how evidence-driven decisions and AI are closing that gap, and where human judgment still matters.

Co-investments, retailization and tokenization are reshaping private markets as investors seek access, liquidity and efficiency.

The OTT market is entering a new era driven by AI, live sports, bundling strategies, and ad-supported streaming models. Gain insights into leading players, emerging trends, market dynamics, and the future of global and Indian streaming ecosystems

Explore the latest asset and wealth management trends, including fee compression, retirement access expansion, and AI-driven client engagement

AI systems are becoming increasingly effective, but they may also be narrowing the range of signals they detect. Discover why preserving domain expertise and data diversity is essential for trustworthy AI in pharma.

See why data centers are one of the fastest-growing assets in CRE, driven by AI, cloud computing, and digital transformation.

Explore the implications of the Anthropic IPO on private market valuations and investor liquidity in the tech sector.

As AI transforms how research is conducted, organizations must balance automation with human expertise. Professional judgment remains critical for interpreting evidence, managing uncertainty, and ensuring sound decision-making.

Traditional SEO is no longer enough. Discover how AI-powered search engines and AI-generated answers are changing online visibility, and what brands can do to remain discoverable and trusted.

Explore the latest sustainability developments shaping global markets in July 2026. This edition of Sustainability Watch highlights key regulatory and policy updates across Europe, the Americas, and APAC, covering ESG reporting reforms, climate disclosure requirements, sustainable finance initiatives, and emerging trends in the transition to a low-carbon economy.

A concise overview of the latest sustainability and ESG developments across Europe, the Americas, and APAC, covering regulatory updates, sustainable finance, climate reporting, and decarbonization initiatives.

Patent monetization is about more than licensing revenue. Discover how aligning patents with business, innovation, and growth priorities can strengthen negotiating power, competitive positioning, partnerships, and long-term enterprise value.

Discover how strategic design and AI enhance B2B customer experience by transforming complex insights into clear, consistent, and impactful business communication.

Explore how AI and tokenization are transforming Asset & Wealth Management, from personalized retirement experiences and AI-augmented advisor workflows to the growing adoption of tokenized investment products. Discover the key trends shaping the industry’s next phase of innovation and growth.

Discover the implications of AI-led analysis on the future of global health financing and its effects on Africa’s health gains.

July 2026 private markets review covering AI infrastructure, direct lending, SWFs, and global M&A trends.

Discover why Southeast Asia is the next growth market for Chinese F&B and retail brands and the challenges they face.

Uncover the major takeaways from FundForum 2026, from ETF expansion and digital assets to AI adoption and the integrated operating models shaping the future of asset management.

Discover how model portfolios are transforming asset management through personalization, platform-driven distribution, AI, tax efficiency, and scalable growth.

Women are poised to become the primary stewards of wealth as trillions of dollars transfer through inheritance, longevity-driven spousal transfers, and rising wealth creation. Explore how the Great Wealth Transfer is reshaping financial power and why wealth managers must adapt to meet the evolving needs of women investors.

Learn how to value non-producing lithium mining companies using a structured, risk-aware framework that goes beyond traditional financial metrics. Explore key valuation drivers, practical methodologies, and insights for investors, advisors, and strategic buyers assessing early-stage lithium assets.

Explore how Saudi Arabia can measure the long-term economic legacy of FIFA 2034 across tourism, employment, infrastructure, and private-sector development.

Discover why private equity secondaries are reshaping private markets, offering investors enhanced liquidity, portfolio flexibility, faster cash flows, and access to mature assets through a rapidly expanding market.

Learn how Nordic banks are navigating pressure on margins while maintaining strong capital positions, asset quality, and cost efficiency, with insights into the sector’s outlook for the rest of 2026.

Learn how China+1 procurement strategies reduce concentration risk and build resilient, diversified global supply chains.

Gemini Enterprise brings agentic AI to the enterprise, enabling intelligent automation, secure workflows, and scalable AI adoption. Explore its capabilities, architecture, and what to evaluate before implementation.

Many enterprise AI initiatives succeed in pilot programs but struggle to deliver value at scale. Learn what is holding organizations back and how Gemini Enterprise is helping overcome key barriers to accelerate secure, enterprise-wide AI adoption.

Key 2026 trends shaping private capital, from retirement plans and secondaries to private credit and real estate.

Uncover the key steps enterprises should take to prepare for EU AI Act transparency obligations, from AI inventories and disclosures to vendor oversight and governance.

Explore how DC investing, AI talent, and family office evolution are transforming asset and wealth management.

Learn how Agentic AI–Driven EIA helps large developments accelerate impact modeling, stress-test scenarios, and strengthen investor narratives.

Discover the top five financial services trends from UNCHAIN 2026, exploring AI, embedded insurance, hyper-personalisation, fintech innovation, and CEE’s rise as a digital finance leader.

Investment banking’s AI progress isn’t limited by tools or models—it’s constrained by how workflows are structured, governed, and scaled to deliver consistent, measurable impact.

Discover how agentic AI and expert governance can reduce HTA evidence burden, improve market access readiness, and strengthen payer confidence.

Explore banking M&A advisory strategies across the deal lifecycle, from due diligence and credit underwriting to portfolio monitoring and integration.

As AI reshapes semiconductors, South Korea is expanding beyond memory to build a more resilient chip ecosystem.

Economic Impact Assessment quantifies jobs, GDP, and fiscal impact, helping projects secure funding and approvals.

Key ESG policy updates cover EU circularity rules, SFDR and ESRS reforms, Asia climate governance, and green finance frameworks.

New ESG updates cover EFRAG’s voluntary standard, ISSB’s SASB revisions, and UK nature market standards

A candid discussion on generative AI in insurance, highlighting real-world benefits, challenges like data quality and governance, and key insights for business leaders navigating rapid AI transformation.

Explore 2026 U.S. CRE and CMBS trends—strong issuance, lower rates, and sector divergence—amid elevated delinquencies and major refinancing risks.

The 17th edition examines wealth transfer risks, retirement income innovation, and stablecoins in asset management.

Master HTA Decision Readiness to navigate complex assessments and present compelling value arguments for market access.

Private markets are shifting as PE, insurers, and family offices pursue value creation, liquidity tools, and AI-enabled growth.

Discover how AI-Led Knowledge Management improves knowledge accessibility, reducing chaos and promoting better decision-making.

Uncover the new reality of private markets execution, where AI accelerates deal workflows and human expertise ensures judgement, governance, and accountability.

Private equity is resetting as fewer, larger, high-conviction deals reshape PE consulting demand and market outlook in 2026.

Learn what is driving alternatives in HNW portfolios and how liquidity constraints are changing manager selection, underwriting, and portfolio design.

Timor-Leste’s ASEAN accession marks a turning point as the nation shifts beyond oil toward diversified growth.

Discover how large U.S. banks evolved from 4Q25 to 1Q26, with insights on macro trends, margins, capital strength, asset quality, and tech-led transformation.

Explore three asset and wealth management shifts redefining retention, advice value, and ETF-led growth opportunities.

Family-owned businesses are increasingly turning to private equity as a strategic partner to support growth, succession planning, and long-term value creation. This blog explores why these partnerships are gaining momentum, the benefits for both sides, and how family enterprises can modernize and scale while preserving their legacy and core values.

Gen AI in insurance underwriting explained: improve speed, accuracy, and trust with human‑in‑the‑loop design and reduced AI hallucinations.

From agentic AI to enterprise impact, our key insights from Google Cloud Next 2026 on turning AI into execution.

Explore insights from our dinner event at Reuters Pharma Barcelona, where industry leaders shared valuable perspectives on pressing topics.

401(k) stress, crypto ETFs mature, and GenAI scales—key trends transforming asset and wealth management in 2026

Electrification and Chinese EV rivals are reshaping Japan’s auto sector, challenging legacy strengths and strategy.

PE targets smaller deals, VC doubles down on AI, real estate resets, and exits slow amid shifting market dynamics.

Outsourcing, advisor tech evolution, and PEP adoption drive change in asset & wealth management this February 2026.

AI mirrors our biases, but it is far easier to retrain a machine than a mindset. A reflective exploration of confirmation bias and how AI can be designed to challenge, rather than confirm, prevailing narratives.

Retirement stress, tax-aware alpha, and M&A reshape asset & wealth management in 2026’s evolving landscape.

Explore how private credit evolved from niche alternative to core market infrastructure and why operating models must adapt beyond technology alone.

SpaceX targets a $1.75T IPO in June 2026, fueled by Starlink, reusable rockets, and strong retail investor participation.

Discover how Agentic AI is redefining Spend Intelligence and transforming procurement decision systems beyond dashboards into trusted, autonomous workflows.

Digital assets are gaining traction across asset and wealth management, driven by regulatory clarity, rising investor demand, and innovation in blockchain. From ETFs and stablecoins to tokenization and fractional ownership, firms are exploring new ways to enhance transparency, efficiency, and accessibility.

Private equity is regaining momentum heading into 2026, driven by larger deals, improved financing, and growing investor interest. Alongside this recovery, private credit and co-investments are emerging as key forces shaping the future of private markets, despite ongoing liquidity pressures.

A January snapshot of evolving ESG and sustainability regulations across major regions, highlighting key reporting, disclosure, and compliance developments worldwide.

A January snapshot of evolving ESG and sustainability regulations across major regions, highlighting key reporting, disclosure, and compliance developments worldwide.

Discover how generative AI is revolutionizing wealth management with hyper-personalized services, enhancing client engagement, and refining investment strategies.

AI-powered brand design is transforming how organizations create and scale visual identity. By automating repetitive tasks, enabling rapid content variations, and ensuring brand governance, AI empowers creative teams to focus on strategy, storytelling, and customer experience while maintaining consistency across every channel.

Saudi Arabia is transforming its oil-based economy through Saudi Vision 2030, focusing on sustainability, green investment, and long-term economic diversification.

Explore how agentic AI in PE consulting is revolutionizing deal-making by enhancing insights and expediting analysis.

Discover the key takeaways from TINTech London Market 2026, where Evalueserve sponsored a panel on how AI is reshaping the insurance industry.

Explore the advantages of an AI-ready cloud for scalable AI workloads and enterprise deployments without performance bottlenecks.

Cloud migration for AI modernizes enterprise workloads, enabling scalable analytics, automation, and generative AI innovation.

Discover how Google Cloud migration for AI helps enterprises unlock scalable innovation while keeping costs under control.

Private equity is returning to fundamentals as leverage-driven returns fade. From private credit and AI infrastructure to evolving fund structures and SWF activity, 2026 will reshape private markets with disciplined execution, operational value creation, and innovative liquidity models.

After two years of slower deal activity, private equity is poised for a rebound in 2026. But the rules are changing—value creation, selectivity, and operational excellence are now at the core of successful PE strategies.

Unveil the 2026 outlook for Private Markets, highlighting disciplined capital allocation, operational value creation, and the shift from abundant liquidity to strategic investments.

As private markets move into 2026, recovery is underway—but selectivity is the new rule. From private equity and private credit to venture capital and AI-driven transformation, firms that execute with discipline, data, and operational rigor will define the next growth cycle.

Explore the U.S. ETF industry’s historic achievements in 2025, including record inflows, trading volume, and new product launches, signaling a shift in modern portfolio strategies.

The global OTT industry is entering a new era of consolidation and reinvention. Giants like Netflix, Amazon, and Disney are reshaping

Vietnam’s rising consumer power, driven by digital-native Gen Z audiences and policy reforms, is turning entertainment and coffee into high-growth investment opportunities.

Learn what commercial excellence means in 2026 and how aligning sales, marketing, pricing, and procurement into a single, intelligence-led model drives profitable growth and resilience in global businesses.

A December snapshot of evolving ESG and sustainability regulations across major regions, highlighting key reporting, disclosure, and compliance developments worldwide.

Discover Dr. Anna Slodka Turner’s practical approach to generative AI—cutting through hype with problem‑led design, strong governance, and real business impact. Her insights show how organizations can turn AI from a trend into a truly transformative capability.

From late-night print deadlines to digital-first delivery, desktop publishing has transformed how investment research is produced, reviewed, and shared.

Private equity is entering a new phase where operational alpha, AI-enabled insights, and data-driven strategies are redefining value creation amid macro uncertainty and longer hold periods.

Learn how AI-driven startups are revolutionizing the consulting industry, challenging traditional giants with faster, cost-efficient solutions and reshaping business strategies.

Unveil the potential of intelligent learning experiences through GenAI, breaking down barriers and empowering educators with innovative tools for effective teaching.

Explore takeaways from our recent executive roundtable with Google Cloud in Bogota on AI Transformation in Action.

Explore the future of ESG investing by discovering emerging markets and their vital role in sustainable portfolio innovation.

Explore takeaways from our recent executive roundtable on AI Transformation in Life Sciences and Healthcare.

Explore how tariffs are reshaping trade and increasing demand for consulting as companies adapt to rising costs, disrupted supply chains, and evolving global policies.

AI-assisted programming is transforming software development by combining creative exploration with structure, speed, and professional-grade reliability—moving teams beyond intuition-driven coding.

Explore the rise of integrated workplace solutions, transforming retirement services into a unified health-wealth ecosystem for enhanced employee satisfaction and strategic alignment.

RFPs have shifted from routine tasks to strategic tools that influence client relationships and growth. As complexity rises and teams face tighter deadlines, it’s time to explore a smarter, more efficient way to manage them.

Agentic and gen AI are redefining private equity operations, helping firms overcome structural market challenges and execute with speed and precision. By embedding AI into workflows with strong governance and human oversight, leading firms are achieving efficiency gains of up to 30%, freeing analysts to focus on strategic judgment and improving decision quality.

Thailand leads global natural rubber production, but tightening supply, sustainability pressures, and China’s influence are reshaping the industry.

Private capital transformation 2025 is driven by evergreen funds, thematic strategies, and Europe’s deal revival, opening new avenues for investors.

Learn why human intelligence remains indispensable in competitive intelligence, creating a powerful synergy with AI for smarter, faster decision-making.

Q3’25 saw bold financial services consolidation, strong equity issuance, rising private credit, and transformative global capital market activity.

Global DCM activity surged in 9M’25, hitting record highs with strong investment-grade, high-yield, and green bond issuance growth.

Healthcare investment surged in Q3 2025, with renewed deal activity, rising AI adoption, and strong interest in digital health and biotech.

Learn why human intelligence remains indispensable in competitive intelligence, creating a powerful synergy with AI for smarter, faster decision-making.

Get up to speed on how European investment research is evolving — from CSAs and AI-powered research to the new premium on corporate access — with insights from Unbundling Uncovered London.

A regional look at ESG evolution in 2025—Europe simplifies compliance, North America diverges, and APAC drives green innovation.