Market Update 28 October 2025, with columns by Harry Geels, Han Dieperink, Pim Poppe and Juul Vaandrager
Market Update 28 October 2025

Juul Vaandrager: NII as a catalyst rather than a competitor

A National Investment Institution can strengthen the Netherlands. But only if the public and private sectors truly work together from the outset.

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Infrastructure: Investment for the future

An investment in infrastructure is an investment in the future drivers of economic and financial performance, according to Allianz Global Investors.

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Pim Poppe: Are country risks making a comeback?

Country risk is back. In a world that is creaking again, investors need to pay attention to where they stand.

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Han Dieperink (credits Cor Salverius Fotografie)

Han Dieperink: The surprising winner of Trump's trade war

Amid the trade war, Latin America is unexpectedly emerging as a safe haven for investors, with Milei serving as the catalyst.

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Harry Geels (credits Cor Salverius Fotografie)

Harry Geels: Trump, the ‘capitalist’ who is abolishing capitalism

Trump likes to present himself as a champion of the free market. But in reality, he subordinates the market to the nation. And the nation to himself.

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