Most recent columns

Valentijn van Nieuwenhuijzen: Europe’s awakening

Tue, 12 May 2026 06:01:23 +0200

By Valentijn van Nieuwenhuijzen, Investment Strategist and former CIO of NN Investment Partners/Goldman Sachs Asset Management

Europe is its own harshest critic. We constantly tell ourselves that we are too slow, too bureaucratic and too divided. We look outwards for leadership and inwards for problems. This creates the image of a rudderless continent, dependent on the US for security and technology, whilst China gains ground economically.

Valentijn van Nieuwenhuijzen: Are sweet dreams made of AI?

Mon, 11 May 2026 18:10:48 +0200

By Valentijn van Nieuwenhuijzen, Investment Strategist and former CIO of NN Investment Partners/Goldman Sachs Asset Management

If you only listen to the news headlines, you might think AI has already rewritten the rules of our economy. Every earnings call talks about an AI strategy. Every board presentation has a slide on AI. Every country wants an AI plan.

Valentijn van Nieuwenhuijzen: What Mr. Market teaches us

Tue, 23 Dec 2025 13:19:00 +0100

By Valentijn van Nieuwenhuijzen, Investment Strategist and former CIO of NN Investment Partners/Goldman Sachs Asset Management

Investors aim to ‘beat’ the market. Few succeed. Those who do, follow the most basic laws of survival: they learn, adapt, and play as teams. These are the same traits that helped homo sapiens outlast neanderthals. In finance, too, adaptation is everything. Especially now, as the macro and market landscape undergoes another regime shift.

Valentijn van Nieuwenhuijzen: Markets move, people matter - three decades of insight in asset management

Wed, 27 Aug 2025 07:44:09 +0200

By Valentijn van Nieuwenhuijzen, investment strategist and former CIO NNIP/GSAM

After three decades in the asset management industry, I’ve learned that markets may evolve, technology may transform, and geopolitics may shift. But also how enduring certain truths remain.