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Schroders: ‘Super El Niño’ dreigt nieuwe inflatiegolf aan te jagen

Thu, 18 Jun 2026 09:07:37 +0200

Een zeer krachtige El Niño kan de wereldeconomie in 2026 opnieuw met grondstoffeninflatie confronteren.

Steven Poelhekke: How do we keep the climate transition on track in times of war?

Wed, 17 Jun 2026 06:03:11 +0200

^{This article was originally written in Dutch. This is an English translation.}

Wars, free-rider behaviour and export restrictions are putting climate policy under pressure. Nevertheless, we must remain hopeful, argues Prof. Dr Steven Poelhekke, Professor of International Environmental Economics at VU University Amsterdam. According to him, optimism, a willingness to adapt and realistic policies, such as carbon pricing, are essential for a successful sustainable transition.

By Harry Geels

JSS: Geopolitiek en klimaatverandering kunnen landbouwprijzen opdrijven

Thu, 11 Jun 2026 12:16:23 +0200

De oorlog in Oekraïne liet in 2022 zien hoe kwetsbaar de wereldwijde voedselvoorziening is. Oekraïne is een belangrijke exporteur van graan en het conflict zorgde direct voor onrust op de internationale landbouwmarkten.

EDHEC: Can climate equity investors cope with oil price volatility?

Tue, 02 Jun 2026 08:03:53 +0200

By Shahyar Safaee, Deputy CEO and Head of Business Development, Scientific Portfolio – an EDHEC Venture

Oil price volatility is back. But how vulnerable are climate equity investors this time around? In 2022, after the onset of the war in Ukraine, Paris Aligned Benchmarks (PAB) markedly underperformed market cap-weighted indices. This was largely driven by short risk bias in the energy sector. Now, with record levels of implied volatility in the oil futures market, will climate equity strategies demonstrate greater resilience?

Allianz Trade: Extreem weer remt Europese groei

Fri, 29 May 2026 09:16:48 +0200

Europa stevent af op een hete én dure toekomst. Als de komende jaren net zo extreem warm worden als de heetste jaren sinds 2014, kunnen grote economieën als Frankrijk, Duitsland, Italië en Spanje tussen 2026 en 2030 tot 5% à 7% aan economische groei verliezen. Het gaat om verliezen die oplopen tot honderden miljarden. Ook de Nederlandse economie wordt in toenemende mate geraakt door hitte.

Rick van der Ploeg: Climate transition still being undermined by misguided incentives

Wed, 20 May 2026 10:01:33 +0200

^{This article was originally written in Dutch. This is an English translation.}

Rick van der Ploeg, an economist and professor at the University of Oxford, argues that there are still many blind spots in global climate policy. In conversation with Financial Investigator, he explains why the true costs of CO₂ are many times higher than politics and the market suggest, and why, without strong incentives and social compensation, the transition risks stalling.

By Harry Geels

Bain & Company: Klimaatdoelen buiten bereik door stijgende energievraag

Wed, 29 Apr 2026 12:15:07 +0200

Door de stijgende energievraag, geopolitieke spanningen en kostendruk wordt de wereldwijde energietransitie minder voorspelbaar en minder lineair dan eerder werd verwacht.

Celent: Liquid underwriting emerges as the answer to static risk models

Mon, 16 Feb 2026 12:31:16 +0100

In an environment defined by continuous volatility and interconnected risks, traditional underwriting models are increasingly misaligned with how risk behaves.

Guido Veul (AF Advisors): Fewer options for PAB investors

Wed, 21 Jan 2026 09:07:42 +0100

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

By Guido Veul, Director, AF Advisors

Paris-aligned investing has matured rapidly. With the introduction of European regulations for Paris Aligned Benchmarks (PAB) in 2019, investors were given a clear standard for climate-focused index investing for the first time. The first investment products based on these new benchmarks quickly followed.

Panel discussion: 'How do impact investing and the climate transition relate to each other?'

Mon, 19 Jan 2026 10:01:34 +0100

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

During the first of two panel discussions at Financial Investigator's pension seminar 'From Impact Investing to a Climate-Neutral and Circular Economy', experts shared their views on the role of impact in investment portfolios, the balance between return and risk, and the importance of long-term thinking. The discussion made it clear that impact investing takes many forms and that clear goals are more important than the label.

By Baart Koster

Bert Kramer (Ortec Finance): Climate change and the emerging insurability crisis

Wed, 14 Jan 2026 08:41:30 +0100

By Bert Kramer, Head of Climate Research at Ortec Finance and Lecturer Econometrics & Finance at the University of Groningen

Intensifying extreme weather caused by global warming is driving higher insurance costs and insurer exits, threatening mortgage markets, sovereign debt, and financial stability worldwide.

DNB: Pensioensector zet stappen richting verankering duurzaamheidsrisico's

Thu, 11 Dec 2025 12:07:44 +0100

Pensioenfondsen erkennen klimaatverandering als materieel financieel risico voor hun beleggingsbeleid. Wel zijn er nog duidelijke verschillen in de kwaliteit van de analyses die zijn ingediend bij De Nederlandsche Bank (DNB).

KPMG: Topbestuurders zien AI als oplossing voor klimaatambities

Thu, 27 Nov 2025 09:01:14 +0100

Topbestuurders zien Kunstmatige Intelligentie (AI) als belangrijk hulpmiddel voor het behalen van klimaatdoelen. Dat blijkt uit een wereldwijd onderzoek van KPMG onder ruim 1.200 CEO’s en bestuursvoorzitters in twintig landen.

Columbia Threadneedle: Extreem weer is brandstof voor defensie-uitgaven

Wed, 05 Nov 2025 12:44:00 +0100

Klimaatverandering is niet alleen een humanitaire uitdaging, maar ook een mechanische, zegt Gregory Turnbull Schwartz, Senior Analyst Fixed Income bij Columbia Threadneedle Investments.

Crédit Mutuel AM: The ECB’s climate conundrum

Mon, 03 Nov 2025 09:18:08 +0100

By Océane Balbinot-Viale, Sustainable Investment Research Analyst, Crédit Mutuel Asset Management

What do inflation, sovereign spreads and climate disasters have in common? Increasingly, everything.

San Lie: Where do you fit into the innovation curve that is making Europe autonomous?

Wed, 22 Oct 2025 08:14:16 +0200

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

By San Lie, Director of ASN Impact Investors

Global warming is happening fast, but innovative technology is sometimes developing at an exponential pace. In the race to make Europe cleaner and more autonomous, investors must choose a position that suits them.

GRI: Closer connections for better climate disclosure

Tue, 21 Oct 2025 12:32:01 +0200

In support of shared ambitions to enable more coherent and efficient environmental reporting by organizations worldwide, GRI and CDP have released a new resource that maps CDP’s 2025 corporate questionnaire and the recently released GRI Climate Change and Energy Standards.

NTAM: Misvattingen over klimaatneutraal beleggen drukken rendementen

Mon, 13 Oct 2025 09:07:04 +0200

De sterke groei van klimaatneutrale indexstrategieën in de afgelopen jaren, bedoeld om de CO₂-uitstoot van portefeuilles te beperken in lijn met het Akkoord van Parijs, is gepaard gegaan met hardnekkige misvattingen over de manier waarop beleggers zowel financiële als klimaatdoelen kunnen optimaliseren.

a.s.r. real assets investment partners: The impact of climate change on real assets

Fri, 03 Oct 2025 10:01:24 +0200

^{This article was originally written in Dutch. This is an English translation.}

Climate change increases the likelihood of severe weather and natural disasters. However, historical risk-return data only takes climate risks into account to a limited extent. It is therefore essential to integrate these risks into expected and required return models.

By Ralf Kooken, Portfolio Manager, a. s.r. real assets investment partners

BNP Paribas: Nederlanders voelen zich minder persoonlijk geraakt door klimaatverandering

Wed, 01 Oct 2025 12:26:24 +0200

Hoewel een grote meerderheid van Nederlanders (71%) aangeeft bezorgd te zijn over klimaatverandering, voelt slechts 28% zich persoonlijk geraakt door de gevolgen ervan. Nederland scoort hiermee ruim onder het Europese gemiddelde van 49% en het laagst van de tien onderzochte landen.

a.s.r. real assets investment partners: The impact of climate change on real assets

Thu, 11 Sep 2025 00:02:26 +0200

_{This article was originally written by Dutch. This is an English translation.}

By Ralf Kooken, Portfolio Manager, a.s.r. real assets investment partners