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DeVere Group: Stagflation-proof your investments now

Mon, 20 Apr 2026 10:05:21 +0200

Investors should be ‘stagflation-proofing’ their investments now, warns Nigel Green, CEO of DeVere Group.

Re:sustain: Poor real estate energy performance affects European pension funds

Mon, 20 Apr 2026 09:10:12 +0200

New research by re:sustain highlights the challenges for European pension fund managers due to investment in buildings with poor energy efficiency. Re:sustain surveyed 80 European pension fund managers that invest in commercial real estate in the UK, Germany, France, Netherlands, Spain and Italy.

Swissquote: Oil jumps, tech ignores

Mon, 20 Apr 2026 09:05:10 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Last week was marked by a questionable rally on hopes that peace was just around the corner, but weekend news dampened that optimism, and the week opens on a mixed note with many unanswered questions.

Jeroen van der Put: Fiduciary in 2030, from one-stop-shop to specialist

Mon, 20 Apr 2026 06:04:36 +0200

_{This interview was originally written in Dutch. This is an English translation.}

Financial Investigator recently organised a roundtable discussion on fiduciary management. Afterwards, we asked chairman Jeroen van der Put, director and advisor to various pension funds, for his views on the future role of the fiduciary. According to him, consolidation, technological developments and stricter requirements are forcing fiduciaries to specialise, increase transparency and redefine their role.

By Esther Waal

State Street IM: Natuur en biodiversiteit - beleggersdoelstellingen voor risico's en kansen

Mon, 20 Apr 2026 00:04:08 +0200

De natuur biedt zowel beleggingsrisico's als -kansen. Deze analyse onderzoekt twee doelstellingen die beleggers kunnen overwegen bij het integreren van de natuur in hun portefeuilles: de afhankelijkheidsrisico's beperken en beleggen in bedrijven waarvan de producten en diensten het verlies van biodiversiteit aanpakken.

Capital Group: Van politiek naar portefeuilles - de marktimpact van het opkomende populisme

Mon, 20 Apr 2026 00:04:08 +0200

Populisme is tegenwoordig alom aanwezig, vanuit grote frustratie over de ongelijkheid en stagnerende mobiliteit in de wereld en het gevoel dat mainstream beleidsmakers er niet in slagen om zich aan te passen aan de veranderende economische realiteit.

Young Professionals: Robert Prins

Fri, 17 Apr 2026 08:49:28 +0200

_{This special was originally written in Dutch. This is an English translation.}

The world in which investors operate has become more complex and unpredictable in a short space of time. Geopolitical tensions, technological developments and structural transitions are increasingly shaping the agenda. Financial Investigator asked Robert Prins, a young professional and Portfolio Implementation Manager for Special Mandates at ABN AMRO, how he experiences these developments in his day-to-day work. He wrote this article in a personal capacity.

By Daan Nijssen

Europe’s future at stake: snapshots from Financial Investigator's seminar

Fri, 17 Apr 2026 08:48:27 +0200

At a packed BIMhuis in Amsterdam, institutional investors gathered for the Financial Investigator seminar ‘Europe’s Future at Stake: Investing in Energy Security, Defence & Digital Leadership’, where a recurring theme emerged throughout the day: Europe is entering a period of structural change that demands a fundamental rethink of investment strategies.

Mercer: Opportunites in private credit

Thu, 16 Apr 2026 13:26:39 +0200

Markets are currently experiencing heightened concern about private credit. This has been fueled by headlines, redemptions, and worries about AI-related headwinds impacting public and private markets exposure to software companies.

CFA Society Netherlands: Engaging HNWIs and family offices for impact

Thu, 16 Apr 2026 10:01:03 +0200

_{Column from CFA Society Netherlands}

Impact investing is no longer the domain of institutions alone. High net-worth individuals and family offices now hold a pivotal position in shaping how capital can pursue both financial returns and societal change.

By Dr. Amir Moradi, Lead Researcher at International School of Business of HAN University of Applied Sciences, Member Responsible Investing Committee CFA Society Netherlands

Young Professionals: Tijmen Janssen (Ortec Finance)

Thu, 16 Apr 2026 06:01:19 +0200

_{This special was originally written in Dutch. This is an English translation.}

The world in which investors operate has become more complex and unpredictable in a short space of time. Geopolitical tensions, technological developments and structural transitions are increasingly setting the agenda. Financial Investigator asked Tijmen Janssen, a young professional and Consultant in Climate Scenarios & Sustainability at Ortec Finance, how he experiences these developments in his day-to-day work.

By Daan Nijssen

Nickel: Crypto on company balance sheets will continue to boom

Wed, 15 Apr 2026 12:07:49 +0200

The use of crypto as a reserve asset by publicly-listed companies will continue to grow with professional investors unconcerned about systemic risks, according to new global research by London-based Nickel Digital Asset Management (Nickel).

Bas Jacobs: Our tax system needs to be improved

Wed, 15 Apr 2026 13:48:04 +0200

_{This interview was originally written in Dutch. This is an English translation.}

The Dutch tax system is no longer adequate. There is a jumble of allowances, labour yields too little, and capital gains tax is a mess. Financial Investigator spoke with Prof. Bas Jacobs of VU University Amsterdam about how things could be improved. A hint: a universal basic income is not the way forward.

By Harry Geels

Paul Cuthbert-Brown has been appointed as Senior Advisor at Privium

Wed, 15 Apr 2026 09:12:16 +0200

Paul Cuthbert-Brown has been appointed as Senior Advisor at Privium Fund Management. He will support the firm’s leadership team on strategic priorities across its financial services business, bringing deep industry experience and perspective to the role.

Han Dieperink: An oil shock does not necessarily lead to inflation

Tue, 14 Apr 2026 15:23:32 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

There is a strong likelihood that the oil shock resulting from the war in Iran will ultimately have a deflationary effect. That may seem strange. Surely a sharp rise in oil prices leads to higher inflation?

Harry Geels: How do we dismantle the polarisation industry?

Tue, 14 Apr 2026 15:24:32 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

Polarisation is often seen as an ideological problem. But for some, it is also a business model that thrives on a lack of personal depth.

BLI: Improving corporate governance in Asia

Tue, 14 Apr 2026 12:12:00 +0200

By Guy Wagner, Chief Investment Officer of Banque de Luxembourg Investments (BLI)

Asia is undergoing a profound transformation in the way corporations are governed. Historically, Asian markets were shaped by control-driven capitalism, where founding families, conglomerates, financial affiliates, or state entities exercised dominant influence over corporate decision-making. Today, several markets are moving - at different speeds and in different ways - toward a more shareholder-aware model. This is a structural, multi-year evolution that remains in its early stages.

Ortec Finance: The missing middle in portfolio design

Tue, 14 Apr 2026 08:59:14 +0200

By Abdel Brahim, Director, Pension Risk, EMEA and US, Ortec Finance

A practical middle ground between SAA and TPA helps asset owners make better whole-fund decisions without requiring immediate structural change.

NVP: Growing steadily in a turbulent world

Tue, 14 Apr 2026 11:20:43 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Felix Zwart, Director of Research, Dutch Association of Private Equity Firms (NVP)

Last week saw the publication of the annual Dutch Private Equity Report by Forvis Mazars. The report paints a picture of a private equity sector that, in uncertain times, is consciously choosing to focus on what it can control.

PGIM: A new chapter for Hungary

Mon, 13 Apr 2026 16:25:15 +0200

Centre-right pro-European opposition party Tisza won a landslide majority in the new Hungarian parliament ending the 16-year rule of Fidesz under Viktor Orban representing a new chapter for the country and its economy.

Payden & Rygel: Is US Core Inflation Stuck at 3%?

Mon, 13 Apr 2026 09:16:19 +0200

Data released this week showed that core US Personal Consumption Expenditures (PCE) inflation has hovered near 3% for 27 consecutive months through February. But is core inflation stuck at 3%?

Bank J. Safra Sarasin: Geopolitical shift crucial to understanding gold's performance

Mon, 13 Apr 2026 06:01:12 +0200

_{This article was originally written in Dutch. This is an English translation.}

In an increasingly tense and fragmented geopolitical climate, investors are being forced to rethink assumptions that have formed the basis of portfolio construction for decades. Against this backdrop, gold has once again come to the fore. Not as a tactical investment, but as a strategic hedge against political and institutional risks. The historic threshold of $5,000 per ounce was recently broken. What does this mean?

By George Cotton, Portfolio Manager, Bank J. Safra Sarasin Ltd

In hoeverre kan AI volgens Capital Group de toekomstige productiviteit stimuleren?

Mon, 20 Apr 2026 00:12:49 +0200

Door Andy Budden, Investment Director bij Capital Group

Het spreekt voor zich dat de VS een dominante rol hebben gespeeld in de wereldeconomie. De structurele fundamenten van de economische groei op lange termijn omvatten een winnende combinatie van superieure productiviteit, een cultuur van innovatie, het nemen van risico's en een stabiel, voorspelbaar regelgevingskader.

Young Professionals: Paul van Kempen (MN)

Fri, 10 Apr 2026 06:03:58 +0200

_{This special was originally written in Dutch. This is an English translation.}

The world in which investors operate has become more complex and unpredictable in a short period of time. Geopolitical tensions, technological developments and structural transitions are increasingly setting the agenda. Financial Investigator asked young professional Paul van Kempen, Real Estate Portfolio Manager at MN, how he experiences these developments in his daily work.

By Daan Nijssen

Federated Hermes: Weekly Markets Wrap Up - 9 April 2026

Thu, 09 Apr 2026 12:42:12 +0200

In this week’s markets update, our investment experts weigh in on how geopolitics and policy uncertainty are reshaping growth, volatility, and rate expectations.