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Gerd-Jan van Wiggen: From private credit to public crisis

Tue, 21 Apr 2026 10:19:32 +0200

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

By Gerd-Jan van Wiggen, Partner at Probability & Partners

After years of strong returns and high expectations, we have seen turmoil emerge in the private credit markets in recent months. Since the bankruptcies of First Brands and Tricolor last year, there has been a significant increase in focus on the quality of private credit exposures. There is concern that standards for credit approval and monitoring are too low and that, as a result, private credit portfolios may contain many loans on which repayments are either non-existent or limited.

Joeri de Wilde: A flexible global economy, but for whom?

Tue, 21 Apr 2026 10:24:34 +0200

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

By Joeri de Wilde, Senior Economist at Triodos Investment Management

In the most likely scenarios, the war against Iran will amount to little more than a bump in the road for the global economy. But whilst growth appears to remain steady, this new crisis is causing further erosion beneath the surface.

Harry Geels: Three nuances regarding geopolitical insider trading

Tue, 21 Apr 2026 10:44:36 +0200

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

By Harry Geels

It is alleged that, over the past few weeks, $2.2 billion has been speculated on through three ‘perfectly timed’ oil trades by the ‘corrupt clan’ surrounding President Donald Trump. This kind of insider trading is reprehensible and a criminal offence. However, three points must be noted regarding such geopolitical insider trading.

Carne: Private markets ‘retailisation’ may boost semi-liquid fund assets

Tue, 21 Apr 2026 09:24:21 +0200

New research from Carne Group reveals that both wealth managers and private markets fund managers expect assets under management (AUM) held in semi-liquid vehicles to exceed $3 trillion by 2030. The semi-liquid market has already demonstrated explosive momentum, with AUM nearly tripling between 2020 and 2024 to approximately $349 billion.

Ocorian: Family office strategies shift due to younger generations

Tue, 21 Apr 2026 09:19:20 +0200

Family office investment strategies are shifting as younger generations take a bigger role, new research from Ocorian shows.

Swissquote: Between hope and reality

Tue, 21 Apr 2026 08:59:17 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The week started on a sour note as tensions in the Middle East flared up again over the weekend, and uncertainty remains over what will happen when the two-week ceasefire agreement comes to an end on Wednesday evening, Washington time. Major US and European indices kicked off the week by giving back last week’s gains. That leaves the tech-heavy S&P 500 just a touch below its record high, and the Stoxx 600 some 2.30% lower compared to its February ATH.

Columbia Threadneedle: Impact Iran-oorlog op Europees vastgoed waarschijnlijk beperkt

Mon, 20 Apr 2026 15:12:32 +0200

De impact van de oorlog in het Midden-Oosten op Europees vastgoed zal naar verwachting beperkt blijven. De vraag op de lange termijn wordt gedragen door structurele trends, waardoor gerichte investeringen essentieel blijven.

PGIM: Kredietzorgen blijven geïsoleerd dankzij economische veerkracht

Mon, 20 Apr 2026 15:08:08 +0200

'Wij verwachten dat kredietzorgen geïsoleerd blijven, omdat de verrassende economische veerkracht de fundamenten van de kredietmarkt ondersteunt,' zegt Robert Tipp, head of global bonds bij PGIM, in een vooruitblik op het tweede kwartaal.

IVBN: Reactie op Kamerbrief Eerste Resultaten Taskforce Versnelling Woningbouw

Mon, 20 Apr 2026 15:07:17 +0200

Judith Norbart-ten Hoor, Directeur van IVBN, reageert op de onlangs verschenen :

LFDE: Olie olé

Mon, 20 Apr 2026 12:56:53 +0200

Het is feest! Het geld stroomt binnen! Het klotst tegen de plinten, glanzend met de donkere schittering van het zwarte goud. De pijlsnelle stijging van de olieprijs door de blokkering van de Straat van Hormuz werpt Brazilië een onverhoopt manna in de schoot.

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.

DWS: Onzekerheid financiële markten houdt aan, kansen bij staatsobligaties

Fri, 17 Apr 2026 13:02:47 +0200

Hoewel het staakt-het-vuren in de Perzische Golf in ieder geval tijdelijk voor wat rust zorgt op de financiële markten, blijft de onzekerheid groot. Wel is duidelijk dat er kansen liggen voor de periode waarin er een meer duurzame oplossing komt. Die zijn met name te vinden in energie, infrastructuur en defensie.

RBC BlueBay AM: Opluchtingsrally maskeert groeiende economische risico’s

Fri, 17 Apr 2026 11:37:31 +0200

Nu de raketten niet langer door de lucht vliegen, veren de prijzen van risicovollere beleggingen zoals aandelen weer op. Toch waarschuwt CIO Mark Dowding van RBC BlueBay AM voor te veel optimisme.

IBS Capital Allies neemt Philipse & Co over

Fri, 17 Apr 2026 10:01:41 +0200

IBS Capital Allies (IBS) heeft de overname van vermogensbeheerder Philipse & Co (Philipse) afgerond. De Nederlandsche Bank (DNB) en de Autoriteit Financiële Markten (AFM) hebben een verklaring van geen bezwaar voor de transactie afgegeven.

Ossiam: Alleen Amerikaanse dollar fungeert momenteel als veilige haven

Fri, 17 Apr 2026 09:46:38 +0200

Het conflict in het Midden-Oosten heeft geleid tot een hogere risicoperceptie op de financiële markten. Volgens Patrick Artus, senior economisch adviseur bij Ossiam, onderdeel van Natixis Investment Managers, is de Amerikaanse dollar sinds het uitbreken van het conflict het enige beleggingsinstrument dat daarvan heeft geprofiteerd.

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.

Marleen Bosma-Verhaegh benoemd tot Chief Executive Officer van Altera

Thu, 16 Apr 2026 14:11:48 +0200

Marleen Bosma-Verhaegh is benoemd tot Chief Executive Officer van Altera.

DNB: Wat betekenen oplopende energieprijzen voor inflatie en monetair beleid?

Thu, 16 Apr 2026 14:06:46 +0200

De oorlog in het Midden-Oosten zorgt voor hogere olie- en gasprijzen. Dat roept herinneringen op aan 2022, toen stijgende energieprijzen de inflatie fors opstuwden. Maar hoe vergelijkbaar is de huidige situatie eigenlijk, en wat betekent dat voor inflatie en monetair beleid vandaag?

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.