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Latest insights

Middle East Conflict

Asset Allocation, Geopolitics

Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors.

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Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
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If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.

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Outlook 2026, Equities, Sylvain De Bus, Quentin Duquesne

Europe’s strategic autonomy: emerging reality or political mirage?

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Why Europe’s autonomy agenda is becoming a powerful catalyst for new investment cycles and sector-level opportunities.

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The shape of things to come

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As AI capex intensifies, China accelerates and opportunities broaden across regions, how should investors approach portfolio construction for 2026?

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Impact Investing: fading priority or enduring commitment?

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Impact investing can align tangible outcomes with financial outcomes, potentially a path to restoring confidence in sustainable finance.

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Gold: All that glisters?

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Safe haven, inflation hedge, diversifier, or conviction asset – what role does gold play today?

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Are credit markets approaching a crossroads?

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While private credit and high yield markets will continue to offer opportunities in 2026, rigorous selection becomes essential for investors.

Outlook 2026, Servaas Michielssens

Healthcare: from disruption to opportunity?

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With policy clarity returning, innovation accelerating and M&A heating up, is biotech poised for a powerful new growth phase?

Outlook 2026, Alix Chosson, Sandrine Coujan

The age of electricity

11 DEC 2025

What role will AI play in the electricity revolution?

Outlook 2026, Johan Van der Biest, Alexandre Pietrzyk

The AI Gold rush: Boom, bubble or just the beginning?

10 DEC 2025

AI is reshaping industries at record speed, but is this boom a bubble – or the start of a lasting transformation?

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Latest insights

Middle East Conflict

Software: Will AI trigger a SaaSpocalypse?

Brand Values: Unravelling Luxury Goods Risks

Europe’s strategic autonomy: emerging reality or political mirage?

The shape of things to come

Impact Investing: fading priority or enduring commitment?

Gold: All that glisters?

Are credit markets approaching a crossroads?

Healthcare: from disruption to opportunity?

The age of electricity

The AI Gold rush: Boom, bubble or just the beginning?

Find it fast

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