Market Update 1 July 2025, with columns by Harry Geels, Bob Homan and Frans Verhaar
Market Update, 1 July 2025

Frans Verhaar: Growing pressure on impact investing calls for a reality check

Recent figures are putting pressure on optimism about impact investing. It's time for investors to rethink their principles.

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Bob Homan: The troops are marching ahead to the music

European NATO countries aim to boost their self-reliance and are opening their wallets. Sharp investors see where the profits will land.

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Harry Geels: Negative income tax is better than basic income

With the rise of AI, there are renewed calls for a basic income. However, a negative income tax is a better option.

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