Market Update 22 September, with columns by Harry Geels, Gerd-Jan van Wiggen, Joeri de Wilde and Valentijn van Nieuwenhuijzen
Market Update 22 September 2026

Valentijn van Nieuwenhuijzen: Is the bond market panicking, or are we?

The bond market is not panicking: higher interest rates mainly point to a new regime of greater investment and less saving.

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Lunch Webinar Discussion 'Direct Lending'

Clemens Braams (Achmea IM), Niels Kleijn (AllianzGI) and Marcin Lenart (APG AM) discuss the ins and outs of Direct Lending, led by Markus Schaen (Brand New Day).

// Watch video webinar

Gerd-Jan van Wiggen: Is the banking rally ‘too good to be true’ or ‘here to stay’?

Banks are no longer a bargain. Now that the major catch-up phase is over, choosing the right one is more important than ever.

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Joeri de Wilde: Don’t expect climate action from universal ownership

The largest asset managers would stand to benefit from climate action. But just how widespread is their ownership, really?

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Harry Geels: Put an end to the left-right framework – part 2

Political movements differ far more widely than the simple left-right framework suggests. Che, Stalin and Kropotkin illustrate this diversity.

// Lees column