Welcome to the March 2026 edition of RankiaPro Europe Magazine, an issue that arrives at a moment when global investors are reassessing long-held assumptions and preparing portfolios for a new phase of market leadership.
After a decade defined by the dominance of mega-cap technology companies and ultra-accommodative financial conditions, the investment landscape is evolving. Structural shifts in geopolitics, industrial policy, and technological innovation are reshaping how capital is allocated across regions, sectors, and asset classes. For asset managers and fund selectors, the challenge is increasingly about distinguishing durable trends from temporary narratives.
In this edition, we begin with a comprehensive macro overview that asks a simple but timely question: what should asset managers leave behind, and which trends deserve renewed attention? From the rotation away from technology concentration toward industrials and infrastructure, to the growing importance of diversification across regions and asset classes, leading experts explore how portfolios can adapt to a more fragmented and dynamic environment.
Our exclusive interview features Pierre Bonart, Head of the Multi-Investment Solution Platform at Edmond de Rothschild. In a year where markets appear calm on the surface yet turbulent underneath, Bonart shares his perspective on risk-aware portfolio construction, disciplined manager selection and the evolving role of diversification in multi-asset investing.
The issue also explores some of the most debated themes currently shaping global portfolios. We examine where investors may find returns beyond the mega-cap technology universe, and whether opportunities are emerging across emerging markets, Europe and Japan. We take a closer look at defence and cybersecurity funds, a sector increasingly supported by rising geopolitical tensions and long-term government spending commitments.
Energy markets also return to the spotlight as we analyse the outlook for oil prices in 2026, weighing the impact of geopolitical shocks against structural supply-and-demand dynamics. Meanwhile, our passive investing section looks at the renewed momentum in healthcare and biotechnology ETFs, where demographic trends, medical innovation and AI-driven research are reshaping the sector’s growth prospects.
Artificial intelligence remains at the centre of the investment debate. Is the current wave of capital expenditure the beginning of a productivity revolution, or could it resemble previous technology bubbles? In our opinion section, global investors examine the risks, opportunities and valuation questions surrounding the AI boom.
Beyond markets, we also continue our Who is Who series with a conversation with Eastspring Investments on the evolving opportunities in Asian equities, and explore whether 2025 marked a turning point for European fund flows in our debate with Philip Kalus.
Finally, we close on a lighter note as the 2026 World Cup approaches, inviting industry professionals to step away from markets and share their predictions for the world’s biggest sporting event.
From structural market shifts to emerging investment themes, this edition offers a multidimensional perspective on the forces shaping portfolios in 2026.
We hope it provides valuable insights for navigating the opportunities, and uncertainties, of the months ahead.
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