27 November - Introduction
Nicolas Forest Chief Investment Officer
2 December - Monetary Policy
Can political interference undermine the Fed's independence and credibility?
4 December - European Autonomy
Why Europe’s autonomy agenda is becoming a powerful catalyst for new investment cycles and sector-level opportunities.
9 December - China
Innovation, policy resets, and strategic resilience redefine China's path to global leadership.
10 December - AI Bubble
AI is reshaping industries at record speed, but is this boom a bubble – or the start of a lasting transformation?
11 December - Electrification
What role will AI play in the electricity revolution?
16 December - Healthcare
With policy clarity returning, innovation accelerating and M&A heating up, is biotech poised for a powerful new growth phase?
17 December - Credit
While private credit and high yield markets will continue to offer opportunities in 2026, rigorous selection becomes essential for investors.
18 December - Gold
Safe haven, inflation hedge, diversifier, or conviction asset – what role does gold play today?
23 December - Impact Investing
24 December - Asset Allocation
As AI capex intensifies, China accelerates and opportunities broaden across regions, how should investors approach portfolio construction for 2026?
