Events - 22.10.2025

Focus on Investing

Organised by Luxembourg for Finance

Registrations closed

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Focus on Investing

Investment strategies are being reshaped by a convergence of macroeconomic volatility, geopolitical uncertainty, and structural transformation, with investors having to navigate a market defined by both immediate shocks and long-term shifts. At the same time, geopolitical tensions, from US relations with a wide array of countries to conflicts in Europe and the Middle East, are redrawing the contours of global capital flows.

Against this backdrop, structural trends are taking centre stage. The energy transition, nearshoring of supply chains, increased focus on defense, demographic change, and the growing role of alternative assets are reshaping the way capital is allocated. Thematic strategies are evolving in response, balancing investor appetite for targeted exposures with the challenge of delivering returns in a fragmented environment. 

Private debt, real assets, and infrastructure are also gaining ground as investors reassess portfolio composition. With banks retreating from parts of the lending market, private debt is filling financing gaps, while real assets and infrastructure are increasingly viewed as inflation hedges and long-term stabilisers.

At the heart of these debates lie fundamental questions, including: can the EU’s ambition to build a Savings and Investment Union deliver in practice? And how will investors recalibrate portfolios in a time of polycrisis? 

Our Focus on Investing digital event brings together policymakers and asset managers to provide an in-depth look at the forces shaping investor behaviour as well as the opportunities and risks that lie ahead.

For sponsorship opportunities and information regarding the event, please contact: Sara Pereira

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