Rankia Funds Meeting makes its debut in Warsaw: Strategic Insights for 2026
14 MAY, 2026
By Sofía Vargas from RankiaPro Europe
The first edition of the Rankia Funds Meeting in Warsaw took place on April 29th at the iconic Hotel Bristol, a Luxury Collection Hotel, gathering top-tier investment professionals in an exclusive setting. The event provided a platform for industry experts to exchange views on the current macroeconomic environment and explore forward-looking investment strategies for 2026.
Among the featured speakers were:
- Andrew Ye, Investment Strategist at Global X
- Tomas Packa, Senior Coverage Passive Sales for Austria and Eastern Europe at DWS Group (Xtrackers)
- Koen Bendermarcher, Associate Director, Institutional & Wholesale ETF Sales at VanEck.
The event kicked off at 09:00 AM with a welcome coffee, offering attendees the opportunity to reconnect with peers and establish new professional relationships in a relaxed and engaging atmosphere. This initial networking session set the tone for a highly interactive morning focused on knowledge sharing and collaboration.
Following this, the event transitioned into dynamic of one-to-few meetings. This format allowed investment specialists from leading asset management firms to present their market views , investment strategies, and outlooks for the year ahead in a more personalized and interactive environment. The session concluded around 11:00 AM, followed by a coffee break where participants continued discussions and exchanged key takeaways from the presentations.
Global X – Infrastructure strategies
Andrew Ye, Investment Strategist at Global X, presented Global X’s suite of infrastructure ETFs, positioning it as a compelling way for investors to access some of the most powerful and enduring structural growth themes in global markets.
The range includes the Global X European Infrastructure Development UCITS ETF, the Global X U.S. Infrastructure Development UCITS ETF, and the Global X Data Centre REITs & Digital Infrastructure UCITS ETF. These funds are designed to provide focused exposure to infrastructure sectors supported by government policies, strong long-term demand, and major investment cycles. The European and U.S. Infrastructure Development ETFs invest in companies benefiting from large public and private infrastructure programmes, including the modernisation of ageing networks, electrification, and the expansion of disruptive technologies such as AI. This gives investors access to the transformation of key economic systems in developed markets.
The Data Centre REITs & Digital Infrastructure UCITS ETF complements these strategies by focusing on the digital infrastructure behind the global economy, including data centres and communication towers. It aims to benefit from the rapid growth of data consumption, cloud computing, and artificial intelligence. Together, the Global X Infrastructure ETF suite offers investors a targeted, liquid, and diversified way to gain exposure to both traditional and next-generation infrastructure growth opportunities.
Xtrackers by DWS – Navigating sector trends and geopolitical risks
Tomas Packa, Senior Coverage Passive Sales from Xtrackers by DWS, shared their perspectives on sector and factor investing, with a focus on U.S. technology dominance, currency risks related to the dollar, and the increasing impact of geopolitics on investment decisions.
Packa, presented the firm's latest investment views and product solutions, structured around four key themes shaping portfolio construction today: the growing need for diversification away from US and mega-cap concentration in traditional global indexes, the renewed relevance of synthetic replication as a tool to enhance returns through withholding tax efficiency, the evolution of factor investing toward more dynamic and active approaches, and the emerging markets re-rating story, where improving earnings momentum and attractive valuations relative to developed markets are drawing renewed investor interest.
On the product side, Xtrackers highlighted a broad toolkit to help investors navigate these challenges, ranging from S&P 500 Equal Weight and World ex-USA ETFs for geographic rebalancing, to its proprietary Equity Enhanced Active Strategies that combine traditional factor signals with a dynamic, quantitative approach. The presentation also spotlighted the Xtrackers AI & Big Data UCITS ETF as a way to capture innovation-driven growth across the entire artificial intelligence value chain, and granular emerging market solutions covering China A-Shares, Vietnam, LatAm, and Frontier Markets — offering investors the building blocks to construct more resilient, diversified portfolios beyond standard cap-weighted benchmarks.
VanEck’s – Thematic pure play strategies
Koen Bendermacher, Associate Director Sales & Business Development, presented a selection of VanEck’s thematic pure-play strategies.
The VanEck thematic UCITS ETF range offers long-term equity exposure to high-conviction growth themes, including defense, space, nuclear technologies, quantum computing, and video gaming & esports. Each ETF tracks a dedicated MarketVector index and is designed to provide targeted exposure to companies with meaningful revenues linked to the relevant theme, generally requiring new constituents to derive at least 50% of revenues from that theme and existing constituents to meet a 25% threshold.
Designed for investors seeking focused exposure to future-facing industries, the range combines thematic precision with the transparency, liquidity, and diversification benefits of a UCITS ETF. Backed by VanEck’s experience in identifying emerging investment trends, these strategies offer a compelling way to complement traditional equity allocations with access to innovative sectors shaping the global economy.
Helping professionals in making better investment decisions
This first edition of the 'Funds Meetings' in Warsaw was part of our Funds Meetings events, which offer a unique opportunity to meet directly with the managers while fostering networking. We would like to express our sincere gratitude to our sponsors for making this event possible, and to all the professional attendees who joined us during an enriching event where we could share insights and perspectives on the investment markets. Looking forward to the next edition!
