Paul Schau
Asset allocation strategist for the Americas in the UBS Chief Investment Office, providing macro briefings and analysis on dealmaking trends, M&A activity, and the impact of AI on markets.
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Apr 6, 2026 • 11min
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
Paul Schau, asset allocation strategist for the Americas at UBS Chief Investment Office, offers a concise macro briefing. He covers the 2025 rebound and 2026 outlook for dealmaking. He explains why deals are fewer but larger, how AI now captures a big share of M&A dollars, and how AI is reshaping deal sourcing, diligence, and post-deal value creation.
