Investment Officer

"Disruption" and "innovation" are among the most popular terms in today's business and investment literature. To illustrate, a search in Google Scholar results in 19,500 scholarly publications in the year 2021. But truly disruptive innovations, those that fundamentally change the structure of an industry, are rare and difficult to identify.  In this podcast, Raj Shant of P...

Italy and Sweden, among others, preceded the Dutch pension system in the transition from defined benefit (db) to defined contribution (dc). The reforms in both countries offer Dutch pension funds valuable lessons in the field of lifecycle investing.  Marije Groen talks about it with Dominic Byrne , Head of Investment Strategy for Retirement Solutions Group EMEA BlackRock and Geert-Jan Troost , Hea...

U kent het subscriptiemodel waarschijnlijk van succesvolle mediabedrijven als Netflix of Spotify, maar de abonnementseconomie ondergaat momenteel een sectorbrede opmars. Behalve gebruikersgemak voor de klant biedt het model bedrijven financiële voordelen. Walid Azar Atallah , senior portfolio manager van Thematic Asset Management (Natixis Investment Managers) legt uit wat  de subscriptie-economie...

Although they are currently especially popular among private investors, institutional investors' interest in thematic strategies is growing rapidly. According to Gert Jan van der Geer, senior portfolio manager thematic equity at Pictet Asset Management, customization and combining megatrends and themes plays an important role. According to him, this combination is so powerful that themes can...

For professional investor use only, not suitable for use with a retail audience. In a capital cycle driven by climate concerns, companies that prioritize the environment and formulate clear climate strategies can become the market leaders. In this way, they can create long-term value for investors. This is what Yolanda Courtines, co-manager of the Wellington Global Stewards strategy at Wellington...

Het herstel van biodiversiteit is een net zo nijpend probleem voor de wereld als het terugdringen van CO2-emissies. Het kan  miljarden dollars aan investeringsmogelijkheden genereren. Aangezien er geen beursgenoteerde bedrijven bestaan, die zich exclusief richten op verlies van biodiversiteit is het  de vraag hoe je hiervan een belegbaar thema maakt. Daarover gaat Marije Groen in gesprek met Rober...

'Het is geen geheim dat wij als BlackRock duurzaamheid tamelijk laat hebben omarmd. De omslag kwam met de brieven van topman Larry Fink aan aandeelhouders over het creëren van lange termijnwaarde, vervolgens purpose en in 2020 duurzaamheid. Maar ik denk dat we kunnen zeggen dat we onze klanten op dit terrein nu wel goed bedienen.' Aan het woord is Monique Donders, die sinds 2017 de lande...

Since the Covid-19 pandemic, we've been dating online, searching massively for the term "health," and self-help podcasts are more popular than ever. Could we have known that? While identifying consumer trends in hindsight is child's play, the opposite is true for predicting a trend. Greg Holland , senior portfolio manager at Invesco, explains how to discover and invest in the N...

The various countries that make up emerging markets have shown incredibly rapid and dynamic development. In this first installment of a series on investing in emerging markets, we look further ahead with Valeria Vine: where are emerging markets headed in the next decade? And we explore what structural changes will drive the region's growth over the next decade. Valeria is an Investment Specia...

Growing prosperity in emerging markets is affecting many sectors, including aviation, luxury goods and finance. In the first episode of this series on investing in emerging markets from Capital Group, we speak with Valeria Vine about the development, outlook and trends in emerging markets. In episode two, Marije Groen discusses with Richard Carlyle, Equity Investment Director at Capital Group, how...

Restoring biodiversity is as pressing a problem for the world as reducing CO2 emissions. It can generate billions of dollars in investment opportunities. Since there are no listed companies that focus exclusively on biodiversity loss, the question is how to make this an investable theme. Marije Groen talks to Robert-Alexandre Poujade about this. Robert-Alexandre works as an ESG analyst for the Sus...

Bij veel pitches kwam Achmea Investment Management als winnaar uit de bus. Met inmiddels 203 miljard euro aan beheerd vermogen is de groei er nog niet uit. Dat zegt Twan van Erp, hoofd strategisch portefeuille advies, die behoedzaam, coöperatief, maar zonder blad voor de mond deelneemt aan de podcastserie ‘Wie is de slimste fiduciair manager?’ Investment Officer is an editorially independent media...

You probably know the subscription model from successful media companies such as Netflix or Spotify, but the subscription economy is currently undergoing an industry-wide advance. In addition to customer convenience, the model offers companies financial benefits. Walid Azar Atallah, senior portfolio manager at Thematic Asset Management (Natixis Investment Managers) explains what makes the subscrip...

BNP Paribas Asset Management wants to focus on three major themes: the energy transition, environmental protection and equality / inclusive growth. The new BNP Paribas Ecosystem Restoration strategy is part of our commitment to contribute to the restoration of ecosystems. This is necessitated by the growth of the world population, the large-scale consumption of natural capital and the strong depen...

 In een paar jaar tijd zijn de zorgen van beleggers over deflatie omgeslagen naar mogelijke hyperinflatie. Behalve wat oplopende inflatie kan betekenen voor financiële markten, blikken Bob Homan , hoofd van het ING Investment Office, en Sander Zondag , Chief Investment Officer van  het wereldaandelenfonds OBAM, vooruit naar wat markten de komende tijd verder hebben te verteren, zoals lage rentes,...

Podcast met Vincent Mortier van Amundi (FR). Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies. The Netherlands: http://www.investmentofficer.nl Belgium: http://www.investmentofficer.be Luxembourg: http://www.investmentoffice...

Premium merken zoals Dior, Apple, Nike en Gucci werden hard getroffen door de pandemie, maar zijn terug van weggeweest. Sterke balansen, een groeiende koopkrachtige middenklasse in opkomende economieën en de opkomst van de female economy maken premium brands tot een bijzonder interessante belegging voor beleggers. We praten erover met Caroline Reyl , Portfolio Manager van de Premium Brands Strateg...

Robuuste inkomensgroei en vergrijzing zijn drijvende krachten achter de snelle ontwikkeling en groei van de op een na omvangrijkste gezondheidszorgindustrie ter wereld. Van de ontwikkeling van vaccins tot innovatieve geneesmiddelen en biotechnologie: Chinese healthcare kan zich  steeds vaker meten met de wereldtop. We praten met Chris Liu, senior portfolio Manager Asia Pacific bij Invesco Manageme...

Le secteur agricole et alimentaire est confronté à une transition majeure vers un mode de production, de distribution et de consommation plus durable et plus équitable. Ce changement offre des opportunités à l'investisseur à long terme. Agne Rackauskaite , co-gestionnaire de BNP Paribas SMaRT Food, l'une des rares stratégies durables dans la catégorie alimentation/agriculture, explique c...

Premium brands such as Dior, Apple, Nike and Gucci were hit hard by the pandemic, but are back in business. Strong balance sheets, a growing middle class with purchasing power in emerging economies and the rise of the female economy make premium brands a particularly interesting investment for investors. We talk about it with Caroline Reyl, Portfolio Manager of the Premium Brands Strategy at Picte...

The food and agriculture sector is facing a profound transition to a more sustainable and fairer way of producing, distributing and consuming. This change offers opportunities for long-term investors. Agne Rackauskaite, co-portfolio manager of BNP Paribas SMaRT Food, one of the few sustainable strategies in the food/agriculture category, explains how she finds innovative and disruptive leaders in...

With vaccination programs in full swing, the IMF is predicting a green economic recovery. The energy transition presents a great opportunity for companies and investors, and is one of the drivers behind the current commodities rally. We spoke to Matthew Michael of Schroders  about the causes, opportunities and threats of rising oil, gas and metals prices.  Investment Officer is an editorially inde...

Robust income growth and an aging population are driving the rapid development and growth of the world's second largest health industry. From the development of vaccines to innovative pharmaceuticals and biotechnology, China's health industry is increasingly among the world's top performers. We spoke to Chris Liu, senior portfolio manager Asia Pacific at Invesco Management, about th...

In OBAM Talks laten we beleggers hernieuwd kennis maken met OBAM,  één van de grootste en bekendste wereldwijd beleggende aandelenfondsen in Nederland. In deze derde episode gaan we in op een diepe overtuiging van het beleggingsteam: duurzaamheid. Het gaat niet alleen over succesvol beleggen in duurzame toekomsttrends;  als vermogensbeheerder ziet OBAM een belangrijke rol voor zichzelf in het verd...

In this three-part podcast series, Marije Groen talks to several Pictet Asset Management specialists about the importance of ESG when investing in emerging market equities. In this third and final episode, David Chatterjee and Laura Ranson, both are Investment Manager Equities at Pictet AM, talk about the ESG challenges they identify in emerging market companies and the crucial role of engagement....