Market Update 12 August 2025, with columns by Harry Geels, Pim Poppe and Bob Homan
Market Update 12 August 2025

Bob Homan: Sustainability is the best policy

Sustainable investing currently comes at the expense of returns. But that gap could close suddenly. Cash flows can shift in no time.

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Pim Poppe: Drenched in sweat

Imagine the year 2035: America has become a totalitarian state, Europe has been impoverished and China remains proudly standing. It seems like a nightmare scenario. But is it really?

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Harry Geels (credits Cor Salverius Fotografie)

Harry Geels: ‘Growth’ and ‘exploitation’ are not capitalist concepts

Those who see ‘growth’ and ‘exploitation’ as defining features of capitalism are fighting the wrong battle.

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