id_home_story

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.

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 :

Bas Jacobs: Our tax system needs to be improved

Wed, 15 Apr 2026 13:48:04 +0200

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

The Dutch tax system is no longer adequate. There is a jumble of allowances, labour yields too little, and capital gains tax is a mess. Financial Investigator spoke with Prof. Bas Jacobs of VU University Amsterdam about how things could be improved. A hint: a universal basic income is not the way forward.

By Harry Geels

Harry Geels: How do we dismantle the polarisation industry?

Tue, 14 Apr 2026 15:24:32 +0200

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

By Harry Geels

Polarisation is often seen as an ideological problem. But for some, it is also a business model that thrives on a lack of personal depth.

PGIM: A new chapter for Hungary

Mon, 13 Apr 2026 16:25:15 +0200

Centre-right pro-European opposition party Tisza won a landslide majority in the new Hungarian parliament ending the 16-year rule of Fidesz under Viktor Orban representing a new chapter for the country and its economy.

Carmignac: Tisza-overwinning duidelijk keerpunt voor Hongarije

Mon, 13 Apr 2026 11:52:00 +0200

Door Apolline Menut, Econoom bij Carmignac

De verkiezing in Hongarije heeft op korte termijn slechts beperkte betekenis voor de Europese groeivooruitzichten, maar is van veel groter belang voor het vermogen van Europa om te handelen.

Carmignac: Nieuw beleidshoofdstuk Japan wakkert oude dynamiek aan

Fri, 10 Apr 2026 09:19:32 +0200

Door Guillaume Rigeade, Co-Head of Fixed Income bij Carmignac

De conservatieve politica Sanae Takaichi werd in oktober tot premier van Japan gekozen, waarmee ze duidelijk maakte dat ze terug wil naar het tijdperk dat wordt geassocieerd met wijlen Shinzo Abe.

Harry Geels: Five fallacies held by supporters of a high inheritance tax

Thu, 02 Apr 2026 10:04:25 +0200

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

By Harry Geels

In virtually all Western countries, the debate over inheritance tax – with grand talk of ‘fairness’ and ‘equal opportunities’ – is flaring up once again. This is remarkable, as for decades inheritance tax had been relegated to the political sidelines due to its unpopularity among voters. But anyone who examines the current debates will see that many of the arguments are based on fallacies.

Harry Geels: Germany strongly polarised over industrial crisis

Tue, 10 Mar 2026 12:26:05 +0100

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

By Harry Geels

It is becoming increasingly clear that German industry is undergoing an existential crisis. However, the German people are politically divided on how to resolve this crisis, as was evident from the recent elections in Baden-Württemberg.

IVBN: Mid-range rentals, the social key to our housing sector

Fri, 13 Mar 2026 10:52:15 +0100

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

Mid-range rentals are not a luxury, but a necessity. This segment represents affordable housing, forms a crucial link for mobility, and above all provides housing for people with middle incomes. This is especially true for key workers, the vital professional groups that keep our society running.

By Judith Norbart, Director, IVBN

Harry Geels: Monetary policy is never neutral and is becoming increasingly political

Tue, 03 Mar 2026 12:08:58 +0100

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

By Harry Geels

Anyone who follows the recent statements and actions of European central bankers will find it difficult to maintain that monetary policy is an apolitical exercise. In fact, it seems that central banks, whether voluntarily or forced by geopolitical circumstances, are increasingly entering the political arena.

Harry Geels: Polarisation over box 3 – take a breath and zoom out

Tue, 17 Mar 2026 10:56:58 +0100

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

By Harry Geels

In recent weeks, there has been much discussion on social media about the House of Commons' approval of the new Box 3 tax. The debate has been highly polarised. However, there are five broader perspectives that have hardly been discussed.

Capital Group: Amerikaanse midterms hebben weinig impact op lange termijn

Mon, 23 Feb 2026 16:41:55 +0100

Nu de geopolitieke spanningen oplopen en de economische onzekerheid toeneemt, richten beleggers hun aandacht steeds meer op de aankomende Amerikaanse tussentijdse verkiezingen in november.

LFDE: AI en energie, een politiek vraagstuk

Mon, 23 Feb 2026 12:26:10 +0100

Met de tussentijdse verkiezingen aan de horizon zorgt de stijgende elektriciteitsprijs in de Verenigde Staten voor politieke hoogspanning. Met name het risico dat de prijs de hoogte in schiet doordat de versnelde uitbouw van AI-datacenters de vraag opdrijft, is voer voor discussie.

Harry Geels: Where to emigrate for tax purposes after Box 3 plans?

Tue, 24 Feb 2026 09:48:50 +0100

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

By Harry Geels

The adoption of the new Box 3 tax, which also taxes unrealised gains on shares, has caused considerable outrage. More and more Dutch citizens are considering (tax) emigration. In addition to the usual suspects such as Switzerland and the United Arab Emirates, there are also three attractive countries within the EU.

Joeri de Wilde: Leaving the super-rich untouched is a danger to democracy

Tue, 17 Mar 2026 10:57:03 +0100

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

By Joeri de Wilde, Senior Economist at Triodos Investment Management

The government is going to “get thing done”, but not about wealth inequality. Not only are the ultra-rich being left untouched, they are even being helped to pay even less tax. This means the country will remain locked in its current situation.

Han Dieperink: Box 3, a missed opportunity of historic proportions

Tue, 17 Feb 2026 11:03:45 +0100

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

By Han Dieperink, written in a personal capacity

The House of Representatives has spoken. With ninety votes in favour, the Actual Return Box 3 Act has been passed. From 2028 onwards, Dutch citizens will pay tax on their actual capital gains rather than on a notional percentage. Problem solved, one might think. Nothing could be further from the truth.

RBC BlueBay AM: Britse politieke onrust vergroot neerwaarts risico voor pond

Fri, 13 Feb 2026 12:08:54 +0100

De politieke onzekerheid in het Verenigd Koninkrijk vertaalt zich volgens Mark Dowding, CIO bij RBC BlueBay Asset Management, steeds nadrukkelijker in marktrisico.

Harry Geels: Does neoliberalism even exist anymore?

Tue, 10 Feb 2026 12:31:20 +0100

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

By Harry Geels

Many critics of the current political-economic system attribute its negative consequences to neoliberalism. However, this “system” does not exist, if it ever did. The critics are guilty of straw man reasoning.

Thijs Jochems: Democracy, RIP?

Mon, 09 Feb 2026 10:02:38 +0100

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

During the Dutch election debates, the traditional parties focused primarily on the question: should they or should they not govern with right-wing populist parties? The answer was clear: no. But in the meantime, more than 30% of Dutch voters voted for parties from the populist spectrum. Understanding that choice should be the starting point for the policies of all parties.

By Thijs Jochems, Advisor and Private Investor

PIMCO: Government shutdown, Fed nomination, and Democratic victories in Texas

Tue, 03 Feb 2026 16:10:49 +0100

By Libby Cantrill, Head of Public Policy, PIMCO

What’s happening?

On the heels of what felt like a very long January, February starts with the government partially shut down
President Trump announcing his nomination of Kevin Warsh as Federal Reserve Chairman
Democrats winning big in a series of special elections in Texas over the weekend

Vastgoedinvesteerders: Ambities coalitie boterzacht door beperkte middelen

Tue, 03 Feb 2026 10:48:07 +0100

De vijf strategische woonpartners: Aedes, IVBN, NEPROM, Platform Professioneel Vastgoed en Vastgoed Belang – maken zich grote zorgen over de manier waarop het investeringsklimaat van de woningmarkt wordt behandeld in het nieuwe coalitieakkoord. Zonder middelen blijven de mooie woorden een lege huls.

IVBN: Maak ruimte voor structurele investeringen in de woningbouw

Fri, 30 Jan 2026 16:34:19 +0100

Wim Wensing, voorzitter IVBN:

VCP: Scherpe bezuinigingen coalitieakkoord zijn een schok

Fri, 30 Jan 2026 14:34:00 +0100

'Deze coalitie laat middengroepen vallen. Door het coalitieakkoord wordt onze achterban hard getroffen. De scherpe bezuinigingen die deze minderheidscoalitie voorstelt zijn een schok. De bezuinigingen op sociale zekerheid en pensioenen hakken erin', zegt VCP-voorzitter Nic van Holstein over het coalitieakkoord ‘Aan de slag’ van D66, CDA en VVD.

Harry Geels: Capital (gains) tax is a fiscal chimera

Tue, 24 Feb 2026 09:48:45 +0100

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

By Harry Geels

Last week, the House of Representatives once again discussed a capital gains tax. The current proposal is a fiscal chimera for five reasons. For example, equity investors will soon face a significant and real risk that their capital gains will be completely taxed away.