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Summary
As we enter 2026, capital and equity markets are showing remarkable resilience, with stocks at historic highs and IPO activity rebounding despite ongoing economic and geopolitical uncertainty. M&A activity is being shaped by megadeals, private equity investment, and strategic moves in technology and critical minerals, even as deal volumes remain subdued. Meanwhile, private credit firms are rapidly gaining ground on traditional banks in commercial lending, driving market share shifts and new partnership models in a competitive financial landscape.
Join us on November 18 for a discerning webinar session where our S&P Global news and research teams share key insights for the year ahead, highlighting recovery trends, regulatory shifts, and strategic opportunities for investors and corporates. Our panel of thought leaders will highlight trends published in our Big Picture 2026 outlook research, including:
- How debt markets are challenging economic and geopolitical uncertainty
- Optimism in global equity markets
- The impact of private markets on banking and commercial real estate
- Global M&A outlook for 2026
- Anticipating what else is next for the capital markets
Moderator
S&P Global Market Intelligence
Vanya Damyanova
Senior Reporter
Vanya is a senior reporter in the Europe, Middle East, and Africa financial news service of S&P Global Market Intelligence. She is responsible for writing exclusive features and data-driven insights on topics including investment banking, capital market and M&A trends, UK financial services and global banking regulation, as well as performance and strategy of UK, Swiss and German banks.
Speakers
S&P Global Market Intelligence
Brian Scheid
Senior Reporter
Brian Scheid is a New York-based senior reporter, global markets with S&P Global Market Intelligence covering financial markets, monetary policy and US macroeconomics. Prior to joining Market Intelligence in March 2020, he worked for S&P Global Platts since 2010 where he covered multiple beats, including futures and swaps trading, Dodd-Frank financial reform efforts, Congress, the White House and multiple federal agencies. He last covered US crude oil policy and co-hosted Platts Capitol Crude, a weekly podcast. Previously, he worked for daily newspapers in Connecticut, New Jersey and Pennsylvania. Mr. Scheid is a graduate of Boston College.
S&P Global Market Intelligence
Christopher Fenske
Product Management Director
Chris Fenske is currently Head of Capital Markets Research for the Global Markets Group at S&P Global Market Intelligence, where he focuses on providing insight into the liquidity and performance of equity and debt capital markets. Prior to joining S&P Global, he was a senior vice president at NY based hedge fund, where he managed a $900 million portfolio of distressed securitized products. He began his career at Credit Suisse as a fixed income research analyst on the #1 ranked mortgage ABS research team by Institutional Investor Magazine and later became a trader of distressed MBS and credit default swaps on ABS.
S&P Global Market Intelligence
Joe Mantone
Editorial Senior Lead, US Financial Institutions News
Joe Mantone is the News Desk Manager for the U.S. financial institutions group at S&P Global Market Intelligence and the author of a quarterly white paper on M&A and equity capital markets activity. He also hosts the new podcast The Pipeline: M&A and IPO Insights.
Joe joined the U.S. FIG team in 2008 and covered investment banks for more than 10 years before moving into his current role. Joe has been working as a business journalist for nearly 20 years and previously worked for The Wall Street Journal and the Crain Communications magazine, Modern Healthcare. Joe is based in New York.
He holds a master’s degree in journalism from Roosevelt University and a bachelor’s degree in journalism from Arizona State University.
S&P Global Market Intelligence
Nathan Stovall
Head of FIG Research
Nathan Stovall, with 17 years' experience covering the banking sector, is a principal analyst for the FIG Research offering of S&P Global Market Intelligence. His primary responsibilities include covering and analyzing financial institutions, with a focus on the banking industry.
He is the author of the banking blog, Street Talk, and host of the podcast by the same name. His in-depth analysis of the banking industry, including a focus on community banks, can be found on SPGMI's Research & Analysis feature, which includes historical and forward-looking performance figures.
During his tenure, he has regularly covered and participated on the conference circuit, moderating panels and webinars focused on major issues facing banks. He has spoken as industry events as well, offering updates on bank fundamentals, market conditions and forecasts for what lies ahead. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times and has appeared on Fox Business News and NPR's Planet Money.
Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism
Questions?
Please contact us if you need more information or have trouble accessing the webinar.