Market Update 8 July 2025, with columns by Han Dieperink and Harry Geels
Market Update 8 July 2025
Han Dieperink: Volatility as the ultimate source of alpha
While volatility used to have a predictable heartbeat with regular cycles, we are now increasingly seeing a bipolar pattern. It is time to rethink our risk perception.
Harry Geels: The three biggest dangers of Trump's BBB
Trump scores with his Big Beautiful Bill, but there are three major risks attached. The introduction of this law is a risky move with potentially far-reaching consequences.
These are the most remarkable moves of the past week.
Angeli van Buren, Arie Gravendeel, Martin Bakker, Joost Elsenburg, Robbert-Jan de Graaff and Frank Meijer, among others, are taking an important new step in their careers.
On Monday 22 September, no fewer than 24 experts, led by moderator Hans de Ruiter, will share their insights on the added value of Private Markets in portfolios.