Welcome to the September 2025 issue of RankiaPro Europe Magazine. As summer fades and markets remain anything but quiet, this edition brings together leading voices from across the investment landscape to decode the forces shaping the final stretch of the year. Nearly a year after the U.S. elections, global markets continue to grapple with shifting trade policies, crypto integration, and geopolitical tensions – making clarity and conviction more essential than ever.
In this issue, we spotlight the evolving role of fund selectors, with an exclusive interview featuring Jean-Baptiste Fargeau of BLI – Banque de Luxembourg Investments, who shares his contrarian approach to asset allocation and ESG integration. Our special feature dives deep into Long/Short Equity Funds, exploring whether they truly deliver in volatile markets and how they complement traditional strategies. We also revisit the 60/40 portfolio debate, assess the strategic importance of copper in the energy transition, and examine how Private Markets ETFs are reshaping access to growth and innovation.
From macroeconomic shifts to personal insights on focus and flow, this edition offers a multidimensional view of investing in uncertain times. Discover how thoughtful diversification, strategic positioning, and a touch of musical rhythm can help investors stay ahead of the curve.
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