Opportunities in an Era of Friction

30 september 2025 | 13:00 UUR

Alpha Research is pleased to invite you to a seminar on Tuesday, 30 September 2025, at the Vlerick Business School in Brussels, with keynote speaker Reinout De Bock, in collaboration with J. Stern & Co, Artemis Investment Management and L&G Asset Management.

We are living in a time of geopolitical tension, structural economic change, and persistent inflation.
This era of frictions presents significant challenges for investors — but also creates opportunities beyond the US, with renewed focus on Developed Markets and Emerging Markets.

During this seminar, we will explore how both active and index strategies can help investors navigate inflation risks, geopolitical fragmentation, and an evolving global market.

‘Geopolitical realities in markets’ by Reinout De Bock

Reinout De Bock will present his outlook for the global economy and markets in the years ahead. He will discuss what Trump 2.0, a new fiscal reality in Germany, geopolitical risks, and technological changes imply for investors. Reinout is head of rates strategy for Europe at UBS. Before UBS, Reinout worked at Pharo, a global macro hedge fund, the IMF, and Lehman Brothers. He holds a PhD in Economics from Northwestern University and master’s degrees from the London School of Economics and the University of Antwerp.

Jan De Bondt, Executive in Residence at Vlerick Business School, will act as moderator, guiding the discussions and providing his own perspectives.

We are delighted to welcome the following speakers:

J. Stern & Co | Active strategies for Developed Markets
Discover how this long-term, active equity investor delivers capital growth by investing in a concentrated group of high-quality, large cap stocks in specific industries – digital transformation, industrials & infrastructure, healthcare & life sciences and consumer.

Artemis Investment Management | Opportunities in Emerging Markets
Learn how Artemis, as an active manager, seeks to capture growth potential in Emerging Markets in an increasingly fragmented global economy.

L&G Asset Management | Index investment solutions
Identifying opportunities in uncertain market territory – How to navigate the storm with our index solutions. L&G will demonstrate how index-based strategies can help investors remain diversified and resilient in volatile markets.

Location
Vlerick Business School – Brussels Campus
Bolwerklaan 21, Brussels, Belgium

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