Investment Officer Belgium

It’s December, and so the focus is shifting to 2026. As always, this comes with a wave of outlooks that are, unfortunately, often already partly outdated by the time the new year begins. Still, a dynamic is now unfolding that could lead to quite a bit of fireworks next year.

Global flexible bond strategies cover a wide range of different approaches. Investors should tread them with caution.

Van Lanschot Kempen is upgrading its investment infrastructure by adopting Amundi’s Alto platform, a move designed to simplify workflows and bring front- and middle-office functions closer together, the Dutch wealth manager told Investment Officer.

While ESG may be politically sensitive, Invesco reports that inflows continue to build. Natixis IM’s US Media Summit in New York showed just how sharply opinions on the theme diverge across the Atlantic.

Milleis Banque Privée anticipates a scenario for 2026 similar to 2025: moderate global growth and disinflation. In a still volatile environment, diversification remains the key theme. With this in mind, the bank plans to reduce the share of cash investments in favor of listed and unlisted bonds, and to diversify its equity portfolios.

With the pullback of the dollar and the decline in (short-term) interest rates this year, emerging markets have finally come back into favor. Well below the radar, however, frontier markets have already enjoyed growing popularity among a select audience for some time.

In 2020, VanEck chose Liechtenstein to lay the foundation for its first crypto investments. Since then, the crypto team has expanded significantly. According to VanEck, this is a preview of what the future of fund management may look like.

Europe’s fund market is on the brink of a major reshuffle. Under SFDR 2.0, the European Commission’s revised sustainability rulebook, non-sustainable Article 6 funds are set to become the dominant category at the expense of the most popular sustainability category, Article 8.