Welcome to the December 2025 issue of RankiaPro Europe Magazine – our final edition of the year and a gateway into the complex, opportunity-rich landscape of 2026.
As global markets enter a new era shaped by geopolitical tension, shifting monetary regimes, and uneven economic momentum across regions, investors face a world where clarity and discipline matter more than ever. This issue brings together leading experts and fund managers to interpret the forces redefining portfolios as we cross into the new year.
In this edition, we open with a comprehensive macro outlook examining the major risks and catalysts that will influence early 2026 – from diverging inflation paths and evolving central-bank policies to the structural themes of AI, energy transition, and data-driven innovation. We also explore Europe’s turbulent political and economic backdrop, where France and Germany navigate uncertainty that could reshape the continent’s trajectory.
Our exclusive interview features Thierry Guérillot of Myria AM, who offers a transparent view into his disciplined fund-selection framework and the behavioural, qualitative, and quantitative criteria behind constructing resilient, forward-looking portfolios. His insights shed light on how allocators can stay selective in an increasingly crowded investment universe.
This issue takes a deep dive into some of the most debated asset classes of the moment – including whether gold, after breaking above $4,000, could set new historical records again, and which strategies are best equipped to withstand geopolitical shocks. We unravel the strengths of flexible fixed income, corporate debt, and long/short approaches, and spotlight how contrarian and quality-growth managers are positioning for volatility.
For global allocators, we examine the expanding world of ETFs in developing markets, from Brazil and Mexico to South Africa and Southeast Asia, revealing how passive tools can provide efficient access while still demanding careful due diligence. We also analyse the rapid transformation of real estate – particularly the warehouse and logistics boom fuelled by e-commerce.
Finally, we close with a personal touch: a collection of reflections and resolutions from industry professionals as they prepare for a new year shaped by ambition, uncertainty, and renewed purpose.
From macro shifts to personal insights, this edition offers a multidimensional lens on the challenges and opportunities that lie ahead.
We hope it inspires thoughtful positioning, informed decision-making, and a strong start to 2026.
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