Toekomstige activiteiten

Vrijdag 19 september 2025 12:00 - 14:00

Gereserveerd voor leden

DPAM - The end of the US exceptionalism? Which impact for the portfolio management of Belgian pension funds ?

2025 has proven so far to be quite a challenging year for the US. On the one hand, ‘Liberation Day’, announced on the April 2, was a game-changer that brought substantial volatility to the markets and generated high concerns on the stability of global trade policy. The US financial markets being the mirror image of the US trade deficit, the lower...

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Lunchcauserie

Vrijdag 17 oktober 2025 12:00 - 14:00

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Mercer - Expanding fixed income opportunities: unlocking alternative strategies beyond corporate and government bonds

This presentation delivers a strategic overview of alternative fixed income solutions designed to enhance portfolio diversification and risk management. You will gain insights into absolute return strategies, trade finance, and more liquid private debt as innovative investment solutions. Moreover, we will explore how these alternatives can effectively address legal interest rate risks specific to Belgian defined contribution pension schemes, helping you optimize returns while managing regulatory constraints.

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Lunchcauserie

Vrijdag 21 november 2025 12:00 - 14:00

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Lazard - Boring but Booming

Infrastructure is known for its stability and brings key advantages well-suited to today’s macroeconomic landscape, such as inflation protection, consistent earnings, and enhanced portfolio diversification. Lazard will share its insights and perspectives on the asset class and discuss current investment opportunities within the global listed infrastructure market.

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