Coffee Break
Coffee Break - The cost of war
As the war in Iran has entered its fourth week, investor attention will remain firmly on the Strait of Hormuz and its implications for global energy flows.
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Coffee Break
Coffee Break - Central banks take centre stage
As the war in the Middle East enters its third week, investor attention will remain firmly on the Strait of Hormuz and its implications for global energy flows.
Research Paper, Equities, Geopolitics, Infrastructure, Johan Van der Biest, Ken Van Weyenberg
Geopolitical fragmentation, investing in a multipolar world
Discover how Europe’s quest for autonomy is creating new long-term opportunities across infrastructure, energy, and technology.
Coffee Break
Coffee Break - Navigating the Straits
The war in the Middle East will dominate investor attention, as energy price dynamics will shape the outlook for inflation, growth and policy responses.
Coffee Break
Coffee Break - A “jobless recovery” in the US?
In the US, the delayed job report will be in the spotlight. Market consensus is expecting 70k job creations and a stable unemployment rate, at 4.4%.
Coffee Break
Coffee Break - Central banks in the spotlight
In the US, the job report will be in the spotlight. Market consensus is expecting 65k job creations and a stable unemployment rate, at 4.4%.
Asset Allocation
The shape of things to come
2025 was a contrasted year: a noisier political backdrop under Trump 2.0 with more volatility and, ultimately, another strong year for equities.