Market Update 25 November 2025, with columns by Harry Geels, Han Dieperink, Stephan Langen and Evan Clark
Market Update 25 November 2025
Webinar 'Infrastructure Equity in the Age of Transition'
On 2 December from 12:00 to 13:00, Marco van der Geugten (MN), Harry van den Heuvel (Achmea IM) and Igor Lukin (Allianz Capital Partners) will engage in a discussion.
Listed indices mask how Canadian pension funds’ private equity portfolios truly perform, making strong or adequate results appear weak due to poorly chosen benchmarks.
Harry Geels: People's capitalism as a solution to inequality
People are not made unequal by income, but by ownership. That is why it is time to stop fighting inequality through redistribution and start fighting it through shared ownership.