Market Update 14 April 2026, with columns by Harry Geels, Han Dieperink, Felix Zwart and Abdel Brahim
Market Update 14 April 2026

Lunch Webinar Discussion 'Emerging Market Equities'

Weichen Ding, Chris Tennant and Mike Tian, led by René van der Zeeuw, discussed 'Navigating Valuations, Geopolitics and Growth in Emerging Market Equities'.

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Harry Geels: How to dismantle the polarisation industry

Polarisation is often seen as an ideological problem. But for some, it is also a business model that thrives on a lack of personal depth.

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Ortec Finance: The missing middle in portfolio design

A practical middle ground between SAA and TPA helps asset owners make better whole-fund decisions without requiring immediate structural change.

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NVP: Growing steadily in a turbulent world

In uncertain times, Dutch private equity firms are opting for control rather than maximum leverage. This reduces the internal rate of return (IRR), but enhances stability.

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Han Dieperink (credits Cor Salverius Fotografie)

Han Dieperink: An oil shock does not necessarily lead to inflation

An oil shock may appear to be inflationary, but often has the opposite effect: higher energy prices decrease demand and slow down growth.

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