Market Update 23 September 2025, with columns by Harry Geels, Pim Poppe, Dick Kamp and Anton Kramer
Market Update 23 september 2025
Anton Kramer: Yesterday's knowledge
Many pension funds justify their choices by referring to 'the knowledge available at the time'. But participants demand decisions that add value today.
Dick Kamp: The new steering role of pension fund directors
The Wtp limits decision-making freedom, but increases the responsibility of directors: strategy and innovation determine whether a fund remains truly in control.
Webinar 'SDG Integration in Global Equity Portfolios'
Mathijs Lindemulder (Aegon AM), Jens Peers (Mirova), and National SDG Coordinator Anna Pot discussed the integration of SDGs into global equity portfolios.
Power shifts over centuries, not years. What do Kennedy, Acemoglu, Fukuyama, Dalio and Montefiore teach us about the rise and fall of superpowers, and its impact on investments?