Market Update 9 September 2025, with columns by Harry Geels, Rens Borsje and Bob Homan
Market Update 9 September 2025

Private Debt Sustainable Barometer

Jointly launched by NewVest and Tikehau Capital, this initiative aims to enhance the understanding of sustainability in the private debt market.

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Bob Homan: Are AI shares too good to be true?

Artificial intelligence is everywhere. In the media, in business strategies, in your private life, and above all: in stock market prices. The hype is reaching a peak.

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Risks and resilience: European loan market review

While public equities saw volatility in H1 2025, the European loan market proved resilient. What lies ahead in H2 2025? Discover M&G Investments' insights.

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Rens Borsje: Dedollarization!

The dominance of the dollar is under pressure due to shorter maturities, declining demand for Treasuries and (geo)political risks. What is yet to come? Or what is already happening?

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Harry Geels: Greed is good, revisited

‘Greed is good’ is perhaps the most misused one-liner in economic debate. There are many misconceptions about it. But what we really need is more (constructive) selfishness.

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