Investment Officer

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.investmentofficer.lu

In deze podcast gaan Jan Longeval en Jurgen Vluijmans dieper in op het vraagstuk China, de dreiging die er heerst met Taiwain en de implicaties voor beleggers en hun asset allocatie.  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 c...

Engaging with investors on sustainable investing requires answering two questions: How do sustainability factors impact returns? How do investment choices impact the world? "Good Practices in ESG Reporting” is the topic of this Benelux webinar hosted by Morningstar and Investment Officer. A new industry template - known as the European ESG Template, or EET - has been introduced to support the...

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.investmentofficer.lu

This Luxembourg edition of IO Talks hears about the latest developments in valuation of private equity and alternative investments, and about the recent launch of the Luxembourg Valuation Professionals Association, also known as the LVPA. Raymond Frenken, editorial manager at InvestmentOfficer.lu , speaks to Hind El Gaidi at Astorg; EY's Christophe Vandendorpe; PwC's Rafaël Le Saux and A...

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.investmentofficer.lu

De reactie van Europa op de oorlog in de Oekraïne en de afhankelijkheid van Russisch gas is ‘opmerkelijk’. In plaats van dat we de energietransitie versnellen, halen we LNG-gas uit de Verenigde Staten – één van de meest vervuilende gassen die er zijn. Er lekt maar liefst 4 procent tijdens de productie. De klimaat footprint is even belastend als kolen.  Dat zegt Roland Kupers, voormalig hoofd LNG v...

‘Er zit zeker een deel “selffulfilling prophecy” in de najaarsrally, maar we hebben een unieke cocktail van gunstige factoren. De markt denkt een draai in het rentebeleid te zien op korte termijn, en de Amerikaanse mid-terms doen er nog een schepje bovenop.’  Dat zegt Philippe Gijsels, hoofdstrateeg van BNP Paribas Fortis, in de tweewekelijkse Investment Officer podcast “Portfolio Update”. Volgens...

By 2025, the sustainable debt market hits the $ 5,000 billion mark, according to Climate Bonds Initiative. As the number of bonds linked to sustainability and impact increases, the debate about labels, frameworks and measurement methods also rages more robustly. Marije Groen talks about that with Martine Wehlen-Bodé. Martine is portfolio manager of the UBS AM Green Social Sustainable Bond Fund. In...

Due to this year’s economic and market turmoil 2022 will go down in history as one of the worst years for bond investors. Credit conditions could become a lot worse if we start to see a prolonged recession in 2023. But at the same time, bond investors welcome the renaissance of high interest rates. High yield can rightfully be called high yield again and offer opportunities in 2023 says Jonathan B...

The performance of asset classes this year highlight a world of pain. One of the few positive exceptions are Commodity Trading Advisor strategies, whereby a professional manager systematically trades a diversified portfolio of futures contracts. They are often called crisis alpha generators, because they traditionally have performed well when markets have done very poorly. Can CTAs provide the all...

Een keuze maken waarvan je echteraf  kunt verklaren dat die onlogisch was of tegen beter weten in denken dat die fout jou niet zal overkomen. Het zijn twee voorbeelden van biases die ook u kunnen overkomen. Beleggers zijn mensen van vlees en bloed. Ze nemen vaak irrationele beslissingen, beleggen via ETF’s helpt dit te voorkomen. Investment Officer is an editorially independent media platform in t...

Les investisseurs sont des personnes en chair et en os. Ils prennent souvent des décisions irrationnelles ; investir par le biais des ETF permet d'éviter cela. 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 Nethe...

In een nieuwe aflevering vol optimisme van OBAM Talks blikken wij vooruit naar het nieuwe beleggingsjaar. Dat doen wij met econoom en journalist Mathijs Bouman (FD en Nieuwsuur) en Siegfried Kok, senior portfolio manager van OBAM Investment Management. Mathijs is opvallend optimistisch over het macro-economische plaatje, terwijl Siegfried erop rekent dat aandelen het beter zullen doen dan dit moei...

Hoewel de uitslag van de midterms, de tussentijdse verkiezingen in de Verenigde Staten, niet tot de verwachte "rode golf" heeft geleid, zetten beleggingsstrategen nog altijd in op een goed derde beleggingsjaar in de vierjarige presidentcyclus. Doorgaans zijn aandelenmarkten in dat derde jaar goed voor rendementen tot meer dan 15 procent.  Dat stellen Simon Wiersma, strateeg van het Inves...

De Democratische president Joe Biden is de morele winnaar van de midterms, de tussentijdse verkiezingen in aanloop naar de Amerikaanse presidentsverkiezingen van november 2024. De gebruikelijke verliezen die een zittende president lijdt bij de midterms is fors lager dan historisch-gezien doorgaans het geval is. Dat vertelt Raymond Mens, politicoloog en Amerika-deskundige, in een toelichting op de...

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.investmentofficer.lu

While 2022 turned out to be a nervous year, 2023 will be troubling for investors. Elliot Hentov, Chief Geopolitical Strategist of State Street Global Advisors, is not very optimistic about the upcoming year, both in geopolitical and macroeconomic terms. He is particularly concerned about the risk that the reopening-fueled boom will give way to a bust induced by aggressive monetary tightening.  Inv...

Nothing has changed our lives more in the past two decades than the Internet. But now the Internet itself is about to undergo one of its greatest transformations yet: the metaverse. Multinationals like BMW, Nike and nVidia see opportunities, but in what ways can companies create value for customers? And what is the best approach for investors in this secular growth trend? That's what we'...

Biodiversity is connected to almost everything around us and is crucial for the future of humanity. The bad news: it is at risk. Luckily we are not too late to help nature and biodiversity recover. In this podcast Marije Groen Talks to Velislava Dimitrova, sustainability expert at Fidelity, about how investors can put their money to work to safe the planet.  NL Biodiversiteit is verbonden met bijn...

Listed tradable composite products come in different types: ETFs, ETN, ETPs. According to website Statista, there will be over 8,000 registered ETFs by 2021.  How do you choose among them? In conversation with Christopher Mellow, head ETF EMEA, Marije Groen discovers the importance of the structure of exchange-traded funds.  Investment Officer is an editorially independent media platform in the Be...

‘Wil je rust krijgen in de markt, dan moet de MOVE-index dalen.’ Dat zegt Ralph Wessels, hoofd beleggingsstrategie van ABN Amro. In de nieuwe podcast-serie “Portfolio Update” ligt Wessels toe hoe ABN Amro voorsorteert op de draai in het rentebeleid.   Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professi...

Although private equity still requires a considerable investment and exits are not as easy as in the stock market, the advantages for investors outweigh this. Those who know their way around the world of unlisted companies can achieve solid and predictable returns, according to historical research. In conversation with Schroders and Aureus, Marije Groen explores the opportunities of private market...

Hoewel private equity nog steeds een behoorlijke inleg vereist en uitstappen niet zo eenvoudig is als op de aandelenbeurs, wegen de voordelen zwaarder. Wie zijn weg kent in de wereld van niet-beursgenoteerde bedrijven, kan volgens historisch onderzoek stevig en voorspelbaar rendement behalen. In gesprek met Schroders en Aureus onderzoekt Marije Groen de kansen van private markets. Luister nu!  Inv...

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.investmentofficer.lu