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%.
Research Paper, AI, Equities, Jean-Baptiste Sergeant, Johan Van der Biest, Ken Van Weyenberg
Tecnologías disruptivas
El mundo de 2030 ya está tomando forma: Asistentes de IA integrados en la vida cotidiana, movilidad autónoma, fábricas definidas por software, gemelos digitales y sistemas energéticos más inteligentes que optimizan la demanda en tiempo real.
Outlook 2026, Equities, Sylvain De Bus, Quentin Duquesne
Europe’s strategic autonomy: emerging reality or political mirage?
Why Europe’s autonomy agenda is becoming a powerful catalyst for new investment cycles and sector-level opportunities.
Research Paper, Equities, Oncology, ESG, SRI, Servaas Michielssens
Día Mundial contra el Cáncer : Innovación, esperanza y futuro de la oncología
La oncología de precisión está entrando en una nueva era, definida por la detección precoz, el tratamiento personalizado y el creciente potencial de remisión o curación a largo plazo.
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%.
Coffee Break
Coffee Break - Don’t fight the Fed
This week’s focus will be on the Fed decision and the subsequent press conference, where Jerome Powell is likely to face questions on the subpoenas and Lisa Cook’s Supreme Court hearing. Central banks in Canada and Sweden will also set rates.
Monthly Coffee Break, Asset Allocation
Battles on multiple fronts
The year opens with a global economy that is neither stalling nor accelerating decisively, but increasingly shaped by overlapping and, at times, conflicting forces. Growth .
Monthly Coffee Break, Alternative Investments
Dispersion replaces direction
Growth and inflation indicators ended the year on a steadier footing.