Articles & analyses
Perspectives from the desk
Analyses, market notes and press updates published by CGPH Banque d’affaires.
BlackRock’s Stablecoin Workaround: How SEC Filings Are Transforming Tokenised Treasury Yield in 2026
BlackRock’s 2026 SEC filings introduce a new model for tokenised Treasury yield and stablecoin reserves. Learn how BRSRV and BSTBL reshape digital asset markets under the GENIUS Act.
Alberto ChiesaRead
UAE Exit from OPEC: What It Means for Global Oil Markets, Prices, and Investment Strategy
The United Arab Emirates’ decision to exit OPEC marks a pivotal shift in global energy governance. For decades, OPEC has shaped oil supply, pricing, and macroeconomic stability, but this move signals a growing preference for national flexibility over coordinated control. As one of the world’s lowest-cost producers, the UAE’s departure introduces new competitive dynamics, weakening cartel cohesion and increasing uncertainty in global oil markets.
Lorenzo De SarioRead
How Financial Structuring Turns Complex Investment Projects into Bankable Opportunities
Financial structuring is the process of designing a transaction framework that aligns an investment project with financing requirements. In complex investments combining existing assets and future development, it enables projects to become bankable by integrating projected cash flows, optimizing risk allocation, and structuring financing vehicles such as SPVs.
Manyi KissRead
Subsidized Finance in Italy: How Transition 5.0 and Hyper-Amortization Are Reshaping Corporate Strategy
Explore how subsidized finance, hyper-amortization, and Italy’s Transition 5.0 framework are reshaping corporate strategy. Learn key compliance requirements, regulatory challenges, and strategic opportunities for businesses.
Matteo PedraliRead
GameStop’s Bid for eBay: How Smaller Companies Are Leveraging Modern M&A Financing to Acquire Larger Targets
Explore how GameStop’s proposed acquisition of eBay highlights a new era in M&A, where financing structure, market perception, and strategic vision outweigh company size.
Lorenzo De SarioRead
European Real Estate in 2026: Tenant Protection Laws, Regulatory Risk, and What Investors Must Know
European residential real estate is entering a more politicized phase, where tenant protection and affordability pressures drive regulatory intervention even without a market downturn. Spain’s rapid introduction and repeal of emergency rent controls in 2026 illustrates how policy volatility has become a core risk for private investors. CGPH Banque d’affaires examines how these dynamics affect valuations, capital allocation, and long-term strategy across Europe’s private real estate markets.
Alessandro MontefioriRead
Private Credit Opportunities in Europe’s Eco‑Luxury Winery Resorts: A Sustainable Real Asset Investment Theme
How private credit is financing Europe’s eco‑luxury winery resorts — combining sustainable real assets, diversified revenue, and resilient hospitality demand.
Alessandro MontefioriRead
Distressed & Special Situations M&A in Europe: How Higher Rates Are Reshaping Control Investing
Distressed and special situations M&A is emerging as a core European investment theme. Rising refinancing pressure, private credit expansion, and structural shifts in capital markets are driving creditor-led transactions and control investing opportunities. Rather than widespread bankruptcies, Europe is seeing debt restructurings and equity conversions, positioning private credit funds and opportunistic investors at the center of value creation in the current cycle.
Lorenzo De SarioRead
Digital Finance Trends: Why 0100 Europe 2026 Proves In-Person Networking Still Matters
Discover why in‑person networking remains essential in finance and investor relations, with insights from 0100 Conference Amsterdam and CGPH Banque d’affaires.
Francesca MalerbaRead
Digital assetsHow Mastercard Is Rebuilding the Global Payments System With Stablecoins and Tokenisation
Mastercard’s $1.8B BVNK acquisition shows how stablecoins and tokenisation are becoming core payments infrastructure — reshaping how capital moves.
Alberto ChiesaRead
MIIF 2026: Family Office Investing and the Power of Long‑Term Capital Across Generations
Insights from MIIF Monaco 2026 on family office investing, long‑term capital, direct investments, and strategies for multigenerational value creation.
Lorenzo De SarioRead
AIFI 2026: The Future of Private Capital — 40 Years of Growth, New Regulatory Models, and Technological Innovation
Discover key insights from AIFI 2026: regulatory reforms, AI innovation, and global competitiveness shaping the future of Italy’s private capital market.
Matteo PedraliRead