Market Update 21 April 2026, with columns by Harry Geels, Gerd-Jan van Wiggen and Joeri de Wilde
Market Update 21 april 2026
Joeri de Wilde: A flexible global economy, but for whom?
The war in Iran seems to be merely a bump in the road for the global economy. But behind the steady growth lie growing inequality and structural problems.
Lunch Webinar Discussion 'Decarbonisation and Valuation'
On Thursday 7 May, from 12:00 to 13:00, Onno Hoff, Paul Nelisse and Andrea Palmer will discuss the future of real estate investing in a webinar moderated by Harry Geels.
Gerd-Jan van Wiggen: From private credit to public crisis
Unrest in the private credit market is growing. Lax standards and limited transparency may remind one of 2008. Is a systemic crisis looming, or is this merely a correction?
ABF: Quantifying diversification benefits and return potential
Asset-based finance (ABF) offers diversification, resilience, and attractive risk-adjusted returns. But according to PIMCO, robust risk frameworks are essential.
Harry Geels: Nuances regarding geopolitical insider trading
Are the perfectly timed oil trades around the time of the Iran war evidence of insider trading, or mainly the result of coincidence, analysis and selection bias?