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MFS: Vervroegde verkiezingen van weinig invloed op Spaanse staatsobligaties

Wed, 07 Oct 2026 12:48:01 +0200

De vervroegde verkiezingen in Spanje zullen geen grote impact hebben op Spaanse staatsobligaties, stelt strateeg Peter Goves van MFS.

Schroders: Amerikaanse energietransitie groeit door ondanks weerstand overheid

Wed, 07 Oct 2026 09:12:22 +0200

De Amerikaanse markt voor schone energie blijft groeien, ondanks de afbouw van federale steun. Waar de Europese energietransitie vooral door klimaatbeleid en energiezekerheid wordt gedreven, steunt de Amerikaanse groei sterker op marktwerking en de stijgende stroomvraag door datacenters en elektrificatie.

Harry Geels: Three hard-hitting final conclusions on the Box 3 debacle

Tue, 06 Oct 2026 12:20:02 +0200

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

By Harry Geels

The debate surrounding Box 3 reveals a country that is highly polarised, is struggling enormously with an outdated and overly complicated tax system, and is collectively suffering from the ‘money illusion’.

Aberdeen: Reaction to the Brazilian elections

Mon, 05 Oct 2026 12:50:29 +0200

Viktor Szabó, Fixed Income Investment sStrategist at Aberdeen Investments, comments on the first round of the elections in Brazil.

DeVere Group: Burnham’s speech is a test Britain can’t afford to fail

Tue, 29 Sep 2026 12:24:21 +0200

One careless line from Andy Burnham in Liverpool today could push Britain’s borrowing costs higher and land on every mortgage, pension and savings pot in the country, warns the CEO of deVere Group as the Prime Minister delivers his first conference speech since entering Downing Street.

DPAM: Braziliaanse verkiezingen draaien steeds meer om oplopende staatsschuld

Tue, 29 Sep 2026 09:02:44 +0200

De Braziliaanse presidentsverkiezingen, die zondag 4 oktober van start gaan, zijn uitgegroeid tot een referendum over de houdbaarheid van de overheidsfinanciën. Daarmee zijn ze een belangrijke factor geworden voor de economische en financiële vooruitzichten van het land.

Harry Geels: Put an end to the left-right framework – part 2

Wed, 23 Sep 2026 09:48:56 +0200

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

By Harry Geels

Last week, I argued that the current left-right framework falls seriously short. This week, I’m focusing on the left-hand side of my political axis. There, too, the differences appear to be much greater than is often assumed.

IVBN: Prinsjesdagpakket herstelt investeringsklimaat niet

Wed, 16 Sep 2026 09:24:15 +0200

IVBN vindt het Prinsjesdagpakket onvoldoende om het investeringsklimaat structureel te herstellen. De overdrachtsbelasting blijft een belangrijke rem. Voor woningen blijft het tarief steken op 7% en commercieel vastgoed blijft ongewijzigd op 10,4%.

Harry Geels: Put an end to the left-right framework (part 1)

Tue, 22 Sep 2026 10:39:29 +0200

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

By Harry Geels

I have repeatedly argued that the current left-right framework is intellectually shallow and unnecessarily polarising. This time, I shall support this argument by describing the diversity on the ‘right’.

Natixis IM: Economie gaat boven politiek voor Amerikaanse aandelenbeleggers

Wed, 09 Sep 2026 15:49:02 +0200

Nu de Amerikaanse tussentijdse verkiezingen dichterbij komen, richten beleggers hun aandacht steeds meer op de mogelijke impact van de politiek op de financiële markten.

Copy_Harry Geels: A new, fair and simple tax system

Wed, 02 Sep 2026 08:58:40 +0200

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

By Harry Geels

There is currently much debate about reforming the tax system. On the one hand, because it has become too complex; on the other, because the government wants to collect more tax. I propose an alternative system that scores considerably better on the so-called ‘canons of taxation’, the classic principles of sound taxation.

Harry Geels: Views of financial economists are missing from the inequality debate

Tue, 11 Aug 2026 09:57:07 +0200

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

By Harry Geels

The public debate on inequality and taxation is heavily dominated by a macroeconomic way of thinking, whilst insights from financial economics are conspicuously absent. Among other things, the ‘risk premium’ is conspicuously absent from the debate.

DeVere Group: Burnham is maxing out Britain’s credit card

Mon, 27 Jul 2026 11:57:27 +0200

Tax rises and increased government borrowing now look almost inevitable under Andy Burnham, warns Nigel Green, CEO of deVere Group, one of the world’s largest independent financial advisory organizations.

Harry Geels: The Homeownership Windfall: Myth or Reality?

Wed, 29 Jul 2026 08:21:12 +0200

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

By Harry Geels

The core problem in these debates about additional taxes—whether inheritance taxes or windfall taxes—is that they often fail to present an accurate picture of the actual profit made on a house. This is a significant omission. When those gains are calculated in full, they often turn out to be considerably smaller than is commonly suggested.

Harry Geels: Inheritance tax is a tax on future prosperity

Wed, 15 Jul 2026 10:16:45 +0200

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

By Harry Geels

Supporters of higher inheritance taxes argue that an inheritance represents a form of new income for the beneficiary and should therefore be taxed heavily, just like earned income. Opponents point out that the assets have often already been taxed before and refer to this as double taxation. However, there is a third, less frequently heard perspective: that of classical economics.

DeVere Group: Burnham’s tax comments alarm investors

Mon, 06 Jul 2026 08:45:57 +0200

Andy Burnham’s comment on Friday that there is “room” for tax changes will alarm investors already worried about Britain's fiscal trajectory, warns the CEO of one of the world’s largest independent financial advisory and asset management organizations.

DGBC en Platform Woonopgave: Regels schrappen zonder systeemvisie is symptoombestrijding

Mon, 29 Jun 2026 12:42:15 +0200

Op woensdag 1 juli vindt het commissiedebat Bouwregelgeving plaats waarin wordt gesproken over het vereenvoudigen en schrappen van regels om daarmee de woningbouw te versnellen.

DeVere Group: Will Britain pay the price for Burnham’s war on wealth?

Tue, 23 Jun 2026 12:21:46 +0200

Andy Burnham, the favourite to succeed Keir Starmer as prime minister, has long argued that Britain places too much of the tax burden on work and too little on wealth. This significant shift has 'considerable consequences for households, businesses, investors and the economy,' warns the CEO of one of the world’s largest independent financial advisory organisations.

DeVere Group: Burnham victory risks Truss-style bond market backlash

Fri, 19 Jun 2026 09:53:26 +0200

Andy Burnham’s win in Makerfield, paving the way for him to potentially challenge Keir Starmer and become UK Prime Minister, could trigger a Liz Truss-style spooking of UK bond markets and accelerate a mass exodus of wealth from Britain, warns the CEO of global financial advisory giant deVere Group.

EIB Group: EU Finance Ministers back strategy for a more secure Europe

Fri, 12 Jun 2026 12:21:58 +0200

The Board of Governors of the European Investment Bank (EIB), comprised of European Union Finance Ministers, endorsed the Bank’s strategy to deliver on shared policy priorities, with increased financing and risk appetite, deploying its full potential to mobilise investments for energy autonomy, technological leadership and security and defence.

Harry Geels: Piketty’s five fallacies

Tue, 09 Jun 2026 12:16:52 +0200

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

By Harry Geels

In his recent report, Thomas Piketty once again sets out an ambitious worldview. Climate change, inequality and economic structure are brought together in a single, overarching project. However, his solutions contain five systematic fallacies.

DeVere: Next Labour leader could trigger massive wealth exodus

Fri, 05 Jun 2026 09:01:07 +0200

Britain risks accelerating the “largest millionaire exodus in the developed world” if the next Labour leader pursues wealth taxes and exit taxes to plug mounting holes in the public finances, warns the CEO of global financial advisory giant deVere Group.

Harry Geels: Greece, from debt crisis to market darling

Tue, 02 Jun 2026 12:24:04 +0200

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

By Harry Geels

The country that, a decade ago, was synonymous with mismanagement, debt restructuring and political chaos is once again being embraced by investors. There are broadly four reasons to take a more positive view of Greece. Taken together, they provide an excellent case study for both economists and investors.

IVBN: Sustainability, between ambition and reality

Mon, 01 Jun 2026 10:01:15 +0200

Making homes more sustainable is widely supported, but in practice progress is not picking up fast enough. The ambitions are high, but implementation is complex. This tension affects investment, affordability and the pace of the energy transition in the Netherlands.

By Judith Norbart, Director, IVBN

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