Citywire Benelux Retreat 2026

US equities present a conundrum for almost all investors. Currently, valuations are rich, concentration while decreasing remains high and market is volatile. So how should clients approach US equities from here?

There is no doubt that low-cost, passive vehicles have served investors well as markets climbed rapidly. But while investors benefited from the dominance of large tech stocks on the way up, amid market uncertainty, they could now be subject to a disproportionate amount of volatility.

Could it be time for a broader approach to US equities? Capital Group Investment Company of America (LUX) targets a broad opportunity set, investing in well-established US companies with balanced risk-reward outcomes from a wide cross-section of the economy.

Workshop Objectives: For investors seeking core, active exposure to US equities, we propose Capital Group Investment Company of America (LUX), a proven approach to core US equities for over 90 years.

Company Profile: As Capital Group approaches its 100th anniversary in 2031, its long-term strategy remains firmly rooted in its mission to improve people’s lives through successful investing. With over 9,000 associates and 33 offices around the world, Capital Group manages US$3.2 trillion in assets for millions of wealth management and institutional clients around the world (as of September 30, 2025).

With over a decade of track record and €3 billion AuM, OptoFlex and US EquityFlex are engineered to improve the performance of bond and equity portfolios. These liquid, UCITS-compliant funds focus on systematically capturing risk premiums to act as reliable yield enhancers in your strategic allocation.
In this session, our portfolio managers will show how these rule-based strategies generate consistent additional returns. A key advantage: thanks to an integrated tail hedge, the strategies provide extra stability precisely when markets face extreme stress.
Join us to discover how you can achieve reliable excess returns while maintaining a robust safety net for your portfolio’s most challenging moments.

Workshop Objectives: Learn how to:
•    Improve performance by systematically capturing risk premiums.
•    Remove guesswork with objective, forecast-free strategies.
•    Ensure flexibility through high liquidity and simple structures.
•    Protect capital during extreme crises with an integrated safety net.

Company Profile: FERI was founded in Bad Homburg in 1987 as Germany’s first multi-family office.
Since then, we have grown to become one of the leading multi-asset managers in the German-speaking world, with more than €60 billion of assets under management and over 280 employees at eight locations. We offer private and institutional investors something unique: first-class asset management based on our own in-depth research.
At the heart of our investment approach lies a deep commitment to alternative asset classes. Our Volatility Strategies Team is widely regarded as one of Germany’s premier units, having defined the standards for excellence and innovation within the sector.

Electrification and data centers sit at the center of AI’s next growth phase, but they are also where the constraints show up first. As AI workloads scale, power availability, transmission infrastructure, and equipment shortages increasingly determine where data centers can be built and how fast capacity can come online.
This workshop explains why “AI infrastructure” is becoming a multi-year capex cycle, shaped by the pace of data-center construction and the power sector’s ability to expand generation and grid capacity in key AI hubs. We connect these infrastructure realities to market implications, outlining the segments most leveraged to sustained buildout. 
The goal is a discussion of the thematic and structural case for identifying durable beneficiaries as the new intelligence-industrial age accelerates.

Workshop Objectives: Electrification underpins the modern economy and AI. This workshop examines the power backdrop amid the AI data-center boom, showing how this new intelligence-industrial buildout is creating generational thematic investment opportunities.

Company Profile: Global X ETFs was founded in 2008. For more than 15 years, our mission has been empowering investors with unexplored and intelligent solutions. Our expansive product lineup features a wide range of ETFs and includes more than $125 billion in assets under management.   While we are distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.eu 
Global X is a member of Mirae Asset Financial Group, a global leader in financial services, with more than $754.5 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the US, Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam with over $198 billion in assets under management.

I. Source: Global X, as of September, 2025
II.  Mirae Asset, as of September, 2025
 II. Mirae Asset, as of November, 2025

This presentation explores the growing strategic importance of metals and commodities in an increasingly constrained and geopolitically fragmented world. We examine how electrification, energy transition policies, and supply chain reshoring are driving demand for critical minerals such as lithium, copper, and rare earths. At the same time, limited new supply, resource nationalism, and concentrated production create structural tightness across key markets. Against this backdrop, commodities are re-emerging as a key portfolio allocation, offering diversification, inflation resilience, and exposure to long-term secular trends. We outline the investment case, key risks, and opportunities for institutional investors seeking to position portfolios for a new era defined by resource security and real asset scarcity.

Workshop Objectives: Equip professional investors with a clear framework to understand strategic metals markets, assess supply–demand dynamics, and identify actionable commodity investment opportunities driven by geopolitics, electrification, and resource scarcity.

Company Profile: “Don’t settle for the conventional. Dare to be different.” CEO Jan van Eck

Providing investors access to opportunities that will strengthen their portfolios is Van Eck’s guiding principle. Through forward-looking, intelligently designed investment solutions, we offer value-added exposures to asset classes and markets as well as differentiated approaches to traditional strategies.

Today, Van Eck is also a leader in offering ETFs in various sectors such as Thematic investments, Core, Natural Resources and Fixed Income. Our expertise extends over managing assets worth $215 billion, including 39$ billion in our diverse UCITS ETF platform (as of February 2026).

We think beyond the financial markets to identify the trends—including economic, technological, political and social — that we believe will fuel investable opportunities.