Market Update 30 september 2025, with columns by Harry Geels, Han Dieperink, Stephan Langen and EDHEC
Market Update 30 September 2025

Stephan Langen: Get out into the countryside if you want to make an impact

As an investor in natural capital, you have to leave your office and go out into the real world to understand what you are investing in.

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EDHEC: How different are Private Equities from Public Equities?

There are significant differences between the private and public equities space. This has implications when comparing returns and risk across the two markets.

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Han Dieperink (credits Cor Salverius Fotografie)

Han Dieperink: Focus and patience are rewarded

Three years ago, things were looking bleak for investors in Nvidia. Many investors sold their shares. But those who held on to their shares were well rewarded.

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Harry Geels: Companies are swimming in money, governments in debt

Most large companies hold a lot of cash, while most governments have a lot of debt. This paradox can be explained by five factors.

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Podcast on interview with Johan Van Overtveldt, economist and politician

The euro can only survive with further political integration. The current role of central banks poses a threat to democracy and economic stability.

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