MSCI Brussels Breakfast: Investing Through a New World Order
- June 2, 2026
- 8:30 a.m. • 10:30 a.m. CET Brussels
- Corinthia Hotel, Rue Royale 103, Brussels
Global markets are entering a new regime shaped by geopolitical fragmentation, industrial policy, energy realignment, and shifting capital flows.
For European investors, these forces are redefining risk and opportunity and influencing portfolio construction decisions.
At MSCI, we analyze macro conditions and structural mega forces as an interconnected system.
Today, geopolitical and economic realignment is acting as a key speed control, slowing some long-term trends while accelerating others.
Join us for a breakfast session where we translate these developments into actionable investment insights.
Agenda
8:30 pm ・ Registration and Breakfast
9:00 am ・ Session starts
1. The Macro Reset: Geopolitics, Rates and Capital Realignment
An analysis from our research experts on the evolving global paradigm and its implications for asset returns.
This session will explore the impact of interest rates, currency dynamics, and energy shifts on regional performance and emerging market divergence.
2. From Insight to Implementation: Positioning Portfolios for the Next Cycle
Translating macro views into resilient investment strategies.
We will explore MSCI’s index solutions that can help capture structural themes and navigate market fragmentation.
10:00 am ・ Refreshments and Networking
10:30 am ・ Event Ends