Duurzaam beleggen in de gezondheidszorg

Duurzaam beleggen in de gezondheidszorg

🕔16:28, 24.Nov 2022

Waarom de particuliere gezondheidszorgsector beleggers de mogelijkheid biedt om aantrekkelijke rendementen te behalen en het 'sociale' aspect van ESG aan te pakken. Bij duurzaam beleggen wordt de 'S' in ESG vaak verwaarloosd. De aandacht van beleggers wordt meestal getrokken door

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Global Asset Allocation: The View From Europe

Global Asset Allocation: The View From Europe

🕔14:17, 24.Nov 2022

On the surface, the better‑than‑expected rebound in US gross domestic product (GDP) growth in the third quarter would reinforce the Fed’s need to remain aggressive on tightening policy. However, looking at the details, there is growing evidence that the economy

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Against Utopia: The Need for a Pragmatic Transition

Against Utopia: The Need for a Pragmatic Transition

🕔12:44, 24.Nov 2022

Transitioning to a fossil fuel free world requires pragmatic decisions in the short term – and investing where our money can have the most impact. 

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Kwartaalupdate Commodities

Kwartaalupdate Commodities

🕔10:06, 24.Nov 2022

Grondstoffen maken inmiddels zo’n 20 jaar deel uit van robuuste institutionele beleggingsportefeuilles. In die tijd is er veel veranderd. Passieve invullingen maken binnen de beleggingscategorie plaats voor alternatieve invullingen die zich over de afgelopen jaren meermaals hebben bewezen. Zowel met

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The Default Risk is Overblown

The Default Risk is Overblown

🕔07:41, 24.Nov 2022

Continued high yield selloffs throughout September and October have put increasing pressure on credit investors. Spreads have blown out to around to 650 bps, which gives an implied default rate 8.6% at the time of writing (Figure 1), approaching the

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