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Principal AM: Verbeterend sentiment ondersteunt de kracht van de markt

Thu, 30 Apr 2026 09:06:36 +0200

De S&P 500 heeft zich sterk hersteld ten opzichte van het dieptepunt van 30 maart en heeft de verliezen die waren veroorzaakt door het conflict met Iran weggewerkt.

Payden & Rygel: Economics Forecast

Thu, 30 Apr 2026 09:06:35 +0200

A geopolitical crisis and oil price shock have reverberated through markets in recent weeks. We stand by our view that geopolitical events have short-lived market impacts.

Young Professionals: Soraya Grarji (AF Advisors)

Fri, 24 Apr 2026 06:04:58 +0200

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 young professional Sorarya Grarji, Analyst at AF Advisors, how she experiences these developments in her day-to-day work. He wrote this article in a personal capacity.

By Daan Nijssen

Payden & Rygel: Investment Grade Credit in 2026

Thu, 23 Apr 2026 15:03:23 +0200

A strong year for investment-grade credit has given way to a more nuanced outlook for 2026. While returns are expected to moderate, the asset class continues to offer compelling income and resilience in an uncertain macroeconomic environment.

Carmignac: De prijs van veerkracht

Wed, 22 Apr 2026 12:10:03 +0200

Door Kevin Thozet, lid van het beleggingscomité bij Carmignac

Ondanks zes weken van spanningen houden de markten stand. Een solide positie die vooral berustvop de (optimitische) vooruitzichten voor winstgroei.

Young Professionals: Herman Henken (Providence Capital)

Wed, 22 Apr 2026 10:04:40 +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 young professional Herman Henken, Associate Investment Manager at Providence Capital, how he experiences these developments in his day-to-day work. He wrote this piece in a personal capacity.

By Daan Nijssen

State Street: Groei ETF-markt stelt asset managers voor nieuwe uitdagingen

Tue, 21 Apr 2026 15:11:06 +0200

State Street constateert in zijn jaarlijkse ETF outlook dat de groei van de ETF markt nieuwe druk met zich meebrengt. Kwesties als liquiditeitsbeheer, operationele paraatheid, distributiemechanismen en capaciteitsbeperkingen worden steeds belangrijker.

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.

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

Young Professionals: Tijmen Janssen (Ortec Finance)

Thu, 16 Apr 2026 06:01:19 +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 setting the agenda. Financial Investigator asked Tijmen Janssen, a young professional and Consultant in Climate Scenarios & Sustainability at Ortec Finance, how he experiences these developments in his day-to-day work.

By Daan Nijssen

Nuveen: Groeiprognose Amerikaanse economie omlaag

Tue, 14 Apr 2026 16:07:39 +0200

Door de aanhoudende geopolitieke onzekerheid heeft Nuveen haar prognoses voor de Amerikaanse economie neerwaarts bijgesteld.

FSC: Vooruitzichten financiële stabiliteit op code oranje

Tue, 14 Apr 2026 12:06:58 +0200

Het Financieel Stabiliteitscomité (FSC) constateert tijdens zijn vergadering van 20 maart 2026 dat de Nederlandse economie en financiële sector zich vooralsnog veerkrachtig tonen in een periode van verhoogde geopolitieke spanningen en macro‑economische onzekerheid.

Young Professionals: Paul van Kempen (MN)

Fri, 10 Apr 2026 06:03:58 +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 period of time. Geopolitical tensions, technological developments and structural transitions are increasingly setting the agenda. Financial Investigator asked young professional Paul van Kempen, Real Estate Portfolio Manager at MN, how he experiences these developments in his daily work.

By Daan Nijssen

Federated Hermes: Weekly Markets Wrap Up - 9 April 2026

Thu, 09 Apr 2026 12:42:12 +0200

In this week’s markets update, our investment experts weigh in on how geopolitics and policy uncertainty are reshaping growth, volatility, and rate expectations.

Bob Homan: Turmoil on stock market does not necessarily mean more action

Tue, 07 Apr 2026 08:04:54 +0200

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

By Bob Homan, Head of ING Investment Office

In times of constant news about war, volatility and other calamities, ‘doing nothing’ almost seems like an act of courage. But sometimes that is exactly what is needed.

Young Professionals: Koen Lamers (Probability & Partners)

Fri, 03 Apr 2026 06:01:12 +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 period of time. Geopolitical tensions, technological developments and structural transitions are increasingly setting the agenda. Financial Investigator asked young professional Koen Lamers, Quantitative Consultant at Probability & Partners, how he experiences these developments in his daily work.

By Daan Nijssen

AllianzGI: Wanneer onzekerheid toeneemt, is overtuiging belangrijk

Wed, 01 Apr 2026 12:04:18 +0200

Allianz Global Investors (AllianzGI) verwacht dat het marktomgeving in het tweede kwartaal van 2026 uitdagend blijft, maar blijft constructief over de wereldwijde economische ontwikkelingen.

Young Professionals: Daniël Asselbergs (APG AM)

Fri, 27 Mar 2026 06:01:18 +0100

_{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 period of time. Geopolitical tensions, technological developments and structural transitions are increasingly setting the agenda. Financial Investigator asked young professional Daniël Asselbergs, Investment & Portfolio Management Trainee at APG Asset Management, how he experiences these developments in his daily work.

By Daan Nijssen

Young Professionals: Isabelle Schleicher (ING)

Fri, 20 Mar 2026 15:39:10 +0100

_{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 period of time. Geopolitical tensions, technological developments and structural transitions are increasingly setting the agenda. Financial Investigator asked young professional Isabelle Schleicher, Private Markets Associate at ING, how she experiences these developments in her daily work.

By Daan Nijssen

DeVere Group: Savers and investors should act now in higher-for-longer era

Thu, 19 Mar 2026 14:15:21 +0100

British savers and investors need to prepare for a higher-for-longer UK interest rate environment to protect and grow wealth, warns the CEO of one of the world’s largest independent financial advisory organisations.

Ostrum: Voorspellen wereldeconomie 2050 vraagt om meerdere scenario’s

Fri, 13 Mar 2026 12:34:34 +0100

De manier waarop economen en beleggers naar de toekomst kijken, schiet tekort. Dat betoogt Philippe Waechter, hoofdeconoom bij Ostrum Asset Management, onderdeel van Natixis IM.

Aberdeen: Nieuwe scenario’s voor rente, olieprijzen en economische groei

Fri, 13 Mar 2026 09:18:58 +0100

Hoofdeconoom Paul Diggle van vermogensbeheerder Aberdeen schetst in de economische vooruitblik voor het tweede kwartaal verschillende scenario’s voor de wereldeconomie. De analyse draait vooral om de gevolgen van de oorlog in het Midden-Oosten, maar Diggle gaat ook in op AI, rente en begrotingsbeleid.

Nuveen: Uitstappen in turbulente tijden zelden een goed idee

Tue, 10 Mar 2026 12:48:10 +0100

De sterke stijging van de olieprijs en oplopende spanningen in het Midden-Oosten zorgen voor onrust op financiële markten.

LFDE: Solide fundamenten

Tue, 10 Mar 2026 12:33:29 +0100

Door de operatie 'Epic Fury', waarmee de Verenigde Staten en Israël tegen het Iraanse regime ten strijde trekken, is er een nieuwe situatie ontstaan op de financiële markten.

BLI: Wereldeconomie lijkt klaar om te versnellen

Thu, 05 Mar 2026 16:01:53 +0100

Ondanks een tegenvallende groei van het Amerikaanse bruto binnenlands product in het vierde kwartaal van 2025, lijkt de wereldeconomie zich op te maken om te versnellen, meent Guy Wagner, CIO van Banque de Luxembourg Investments (BLI).