02/07/2026

Asset Allocation: “Peace Piece” or the archipelago of interdependencies
Benjamin Melman, Global CIO AM & Michaël Nizard, Head of Multi-Asset & Overlay

Fixed Income: Seeking Alpha in the bond markets for the second half of 2026
Alain Krief, Head of Fixed Income

European Equities: Game-changing investment supercycles
Caroline Gauthier, Co-Head of Equities

International Equities: AI: Will semiconductors remain the centre of gravity?
Xiadong Bao, Portfolio Manager - International Equities