Schedule of Seminar 'Outlook 2026: Seizing Opportunities in a Transforming Market'

Jan De Bondt, Advisor Vlerick Business School, Board Member various organisations

Reinout De Bock, Head of European Rates Strategy, UBS

Reinout De Bock will discuss what Trump 2.0, a new fiscal reality in Germany, geopolitical risks, and technological changes imply for fixed income investors. 

Vincent Juvyns, Chief Investment Strategist, ING Belgium Investment Office 

Laura Cooper, Head of Macro Credit and Global Investment Strategist, Nuveen

Laura Cooper will provide a global macro outlook for 2026 - exploring how shifting fiscal dynamics, policy pivots, and geopolitical realignments are redefining opportunities across global markets and how investors can position in a higher-volatility and uncertain world.

Edoardo Cilla, Capital Markets Strategist, Director, Global Macro and Strategic Asset Allocation, Fidelity International

A fast‑paced overview of how today’s shifting macro regime—marked by higher volatility, rising yields, and increased market concentration—is reshaping return expectations across assets. Based on Fidelity International's Capital Market Assumptions, Edoardo Cilla will outline the uneven impact of AI on profitability and risk, and why global diversification, private markets, and active management are becoming essential tools for building resilient portfolios.

Christian Mankiewicz, Principal, Head of Portfolio Management, Federated Hermes Private Equity

There are highly compelling pockets of opportunity in Private Equity’s lower mid-market segment, for multiple reasons including the breadth and depth of target companies, relatively inefficient pricing offering attractive entry valuations and greater exit optionality. In this session, Christian Mankiewicz will provide an in-depth insight into which businesses in this segment contain the most potential, and how to access them through a co-investment strategy.

• Caroline De Clerck, Director of the Board, Beaulieu International Group, Board Member, Ideal Group
• Tom Mergaerts, CEO, Amonis OFP
• Wim Vermeir, Chief Investment Officer, AG Insurance, Group Head of Investments, Ageas