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Research Paper, Jean-Baptiste Sergeant, Johan Van der Biest, Ken Van Weyenberg, AI, Equities
Disruptive technologies
The world of 2030 is already taking shape: AI assistants embedded in daily life, autonomous mobility, software-defined factories, digital twins, and smarter energy systems that optimise demand in real time. Adoption won’t be uniform, but the direction is clear — disruptive technologies are converging and quietly reshaping every layer of the economy.
Coffee Break
Coffee Break - Fragile Ceasefire
The main focus remains the ongoing situation in the Middle East, and any signs of an agreement.
Coffee Break
Coffee Break - Moonshot
The war in Iran and signs of a diplomatic solution will remain investors top focus.
Coffee Break
Coffee Break - Between a rock and a hard place
Investors will look forward to the outcome of the ongoing peace negotiations.
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.
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.