You probably know the subscription model from successful media companies such as Netflix or Spotify, but the subscription economy is currently undergoing an industry-wide advance. In addition to customer convenience, the model offers companies financial benefits. Walid Azar Atallah, senior portfolio manager at Thematic Asset Management (Natixis Investment Managers) explains what makes the subscription economy so attractive to investors and where the biggest opportunities lie. Investment Officer ...
Sep 01, 2021•24 min
BNP Paribas Asset Management wants to focus on three major themes: the energy transition, environmental protection and equality / inclusive growth. The new BNP Paribas Ecosystem Restoration strategy is part of our commitment to contribute to the restoration of ecosystems. This is necessitated by the growth of the world population, the large-scale consumption of natural capital and the strong dependence of the global economy on nature and nature-related services. Ulrik Fugmann and Edward Lees fro...
Aug 23, 2021•17 min
In een paar jaar tijd zijn de zorgen van beleggers over deflatie omgeslagen naar mogelijke hyperinflatie. Behalve wat oplopende inflatie kan betekenen voor financiële markten, blikken Bob Homan , hoofd van het ING Investment Office, en Sander Zondag , Chief Investment Officer van het wereldaandelenfonds OBAM, vooruit naar wat markten de komende tijd verder hebben te verteren, zoals lage rentes, de broosheid van het economisch herstel en groeiende medische en economische ongelijkheid tussen en bi...
Jul 27, 2021•21 min
Premium brands such as Dior, Apple, Nike and Gucci were hit hard by the pandemic, but are back in business. Strong balance sheets, a growing middle class with purchasing power in emerging economies and the rise of the female economy make premium brands a particularly interesting investment for investors. We talk about it with Caroline Reyl, Portfolio Manager of the Premium Brands Strategy at Pictet Asset Management. Investment Officer is an editorially independent media platform in the Benelux c...
Jul 07, 2021•28 min
The food and agriculture sector is facing a profound transition to a more sustainable and fairer way of producing, distributing and consuming. This change offers opportunities for long-term investors. Agne Rackauskaite, co-portfolio manager of BNP Paribas SMaRT Food, one of the few sustainable strategies in the food/agriculture category, explains how she finds innovative and disruptive leaders in the food value chain. 'We're not best-in-class investors’, Rackauskaite works for Impax Asset Manage...
Jul 07, 2021•12 min
Robust income growth and an aging population are driving the rapid development and growth of the world's second largest health industry. From the development of vaccines to innovative pharmaceuticals and biotechnology, China's health industry is increasingly among the world's top performers. We spoke to Chris Liu, senior portfolio manager Asia Pacific at Invesco Management, about the opportunities the Chinese healthcare industry offers investors. Investment Officer is an editorially independent ...
Jun 30, 2021•16 min
In OBAM Talks laten we beleggers hernieuwd kennis maken met OBAM, één van de grootste en bekendste wereldwijd beleggende aandelenfondsen in Nederland. In deze derde episode gaan we in op een diepe overtuiging van het beleggingsteam: duurzaamheid. Het gaat niet alleen over succesvol beleggen in duurzame toekomsttrends; als vermogensbeheerder ziet OBAM een belangrijke rol voor zichzelf in het verduurzamen van de wereld. We praten hierover met Edwin Simon , verantwoordelijk voor het duurzaamheidsbe...
Jun 28, 2021•18 min
In this three-part podcast series, Marije Groen talks to several Pictet Asset Management specialists about the importance of ESG when investing in emerging market equities. In this third and final episode, David Chatterjee and Laura Ranson, both are Investment Manager Equities at Pictet AM, talk about the ESG challenges they identify in emerging market companies and the crucial role of engagement. Investment Officer is an editorially independent media platform in the Benelux countries providing ...
Jun 11, 2021•23 min
Dirk Hoozemans , beheerder van het Triodos Pioneer Impact Fund, richt zich op toekomstige, innovatieve winnaars met duurzame producten en diensten, in met name het wereldwijde small- en midcapsegment. Tegelijkertijd streeft de strategie naar een socialere en groenere samenleving en economie. Juist bij small- en midcaps, de levensader van iedere economie, kunnen impact en duurzaamheid namelijk het verschil maken. Marije Groen gaat hierover in gesprek. Lees ook het interview met Dirk Hoozemans. In...
Jun 09, 2021•13 min
Beleggers verleggen de aandacht van ESG-risico's naar positieve duurzame resultaten, zoals opgehangen aan de Sustainable Development Goals (SDG's). Dit roept de vraag op hoe impact wordt gemeten aan de hand van deze SDG's en of impactbeleggen en financiële resultaten kunnen worden gecombineerd. Marije Groen praat erover met Pauline Grange , portfolio manager bij Columbia Threadneedle. Zij beheert de Global Sustainable Outcomes strategie, die voorstaat om financiële en duurzame resultaten te comb...
Jun 09, 2021•18 min
Investments in "clean energy" are really gaining momentum now. It's not just the production of renewable energy that needs to be invested in; the entire energy system needs to be overhauled. In this podcast, Jennifer Boscardin-Ching, client portfolio manager in Pictet Asset Management's Thematic Equities team, talks about the opportunities that the energy transition offers investors. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news ...
Jun 03, 2021•16 min
Sustainable index funds and ETFs were increasingly embraced by investors in 2020. BlackRock expects this trend to accelerate in 2021 due to current market dynamics and legislative and regulatory tailwinds. What are the benefits of investing in ESG indices? And can you compile sufficiently reliable sustainable indices with ESG data by now? Marije Groen talks about this with Muhammad Masood, Director of Sustainable Investing at BlackRock. Investment Officer is an editorially independent media plat...
Jun 03, 2021•16 min
Gone are the days when the timber industry evoked negative associations. The UN PRI sees the industry as a partner in the climate crisis. Wood has many applications, is CO2 neutral or even reduces global warming. Not unimportant from an economic point of view, the demand for wood is also increasing. In this podcast Gillian Diesen, Senior Product Manager at Pictet Asset Management talks about investment opportunities in the wood industry. Investment Officer is an editorially independent media pla...
May 26, 2021•18 min
The European Green Deal acts as a catalyst for some important sustainable trends, which come together in the Mirova Europe Environmental Equity strategy. The investable universe consists of mainly European companies, which are forging ahead with innovative products and services on themes such as renewable energy, greening of real estate, clean transport and the circular economy. 'They are frontrunners in the sustainable revolution that is going on in Europe,' says Suzanne Senellart, who has been...
May 25, 2021•19 min
In de tweede aflevering van de podcastserie OBAM Talks zoomen we in op de investment beliefs van het bekendste wereldwijd beleggende aandelenfonds van Nederland . Er worden 5 manieren behandeld om succesvol op de beurs te kunnen beleggen. Dat doen we met Siegfried Kok , senior portfolio manager bij OBAM. Siegfried is bekend van de 100 seconden van OBAM-video’s op YouTube. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights...
May 19, 2021•18 min•Season 1Ep. 2
Welke positie heeft ’s werelds grootste asset manager, het Amerikaanse Blackrock, in Nederlands fiduciair management? En welke rol ziet deze marktleider in passief beleggen voor zichzelf weggelegd in de toekomst? We vragen het Geert-Jan Troost, hoofd institutional client business, in onze podcastserie ‘Wie is de slimste fiduciair manager’. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals work...
May 18, 2021•43 min
The importance of ESG when investing in emerging market equities is explored at three levels in this podcast series: countries, sectors and companies. In this second episode, Marije Groen talks to Anna Mulholland and Christopher Hartkopf, both Investment Manager Equities at Pictet Asset Management, about how to look at sectors in emerging markets with an ESG lens. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to inve...
May 17, 2021•30 min•Season 1Ep. 2
Growing income inequality within Western countries is polarizing, eroding the workforce and threatening economic growth. Investing in companies that promote inclusive growth is the way to break this downward spiral. Delphine Riou, ESG research specialist at BNP Paribas Asset Management, sees income inequality as a threat to long-term economic growth. At the same time, she sees an opportunity to turn the tide, and benefit from it as an investor. Investment Officer is an editorially independent me...
May 17, 2021•16 min
Hilde Veelaert , Chief Investment Officer bij ACTIAM, praat over de voordelen van het gebruik van reguliere benchmarks ten opzichte van specifieke ESG-benchmarks bij het verantwoord indexbeleggen. Ook beantwoordt ze de vraag of duurzaamheid en passief beleggen wel samengaan… Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies...
May 10, 2021•23 min•Season 1Ep. 2
Europe has unfolded the ambitious plan to become the first climate-neutral continent by 2050. This roadmap to a 1.5 degree economy presents passive investors with both opportunities and threats. How can they invest in these challenging and uncertain conditions? Marije Groen talks about climate conscious passive investing with Willem Keogh. He is Head of Passive and ETF Investment Analytics at UBS Asset Management. Investment Officer is an editorially independent media platform in the Benelux cou...
May 05, 2021•23 min•Season 1Ep. 1
The importance of ESG when investing in emerging market equities is explored in this podcast series at three levels: countries, sectors and companies. In the first episode, Marije Groen talks to senior product specialist Kiran Nandra and head of emerging market equities Avo Ora of Pictet Asset Management. They explain how paying attention to emerging markets' environmental, social and governance performance can lead to better investment decisions. Investment Officer is an editorially independent...
Apr 30, 2021•31 min•Season 1Ep. 1
De komende jaren zal in toenemende mate sprake zijn van samenwerking tussen asset managers, maar ook met andere financiële partijen, op het gebied van distributie, maar ook van research, ontwikkelcapaciteit en beleggingscapabilities. Dat zegt Hester Borrie, chief client officer en bestuurder van NN IP in de podcast "Masters in Finance". Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working...
Apr 28, 2021•36 min
Sinds het aantreden van Sander Zondag eind 2012 als Chief Investment Officer van OBAM overlegt het bekendste wereldaandelenfonds van Nederland een opvallend lang en positief trackrecord tegenover de MSCI-wereldindex. Marije Groen praat in deze eerste aflevering van een serie OBAM Talks met Zondag over de zoektocht naar bedrijfsmodellen, die ongeacht de richting van de economie beter kunnen blijven presteren, doordat zij gesteund worden door structurele groeitrends. Investment Officer is an edito...
Apr 22, 2021•25 min•Season 1Ep. 1
UBS Asset Management believes that the leaders of structural growth trends in emerging markets have a sustainable and competitive advantage, and are therefore in a position to potentially outperform. The key to long-term investment success in emerging market equities is the ability to identify megatrends and more importantly, future leaders/winners. Marije Groen talks to Jie Song, Equity Specialist Emerging Markets at UBS AM, about winners, losers and laggards in emerging markets. Investment Off...
Apr 13, 2021•17 min•Season 1Ep. 3
Karin Roeloffs stapte eind 2020 over naar Aegon Asset Management en bouwt daar aan de versterking van zijn positie in de Nederlandse pensioenmarkt. In de interview- en podcastserie ‘Wie is de slimste fiduciair manager’ van FN Institutioneel geeft zij haar visie op de onderlinge concurrentie en het krimpend aantal aanbieders. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset o...
Apr 12, 2021•33 min
In this podcast, Marije Groen talks to portfolio manager Angeles Toledo of the Triodos Groenfonds about the investment opportunities, which the energy transition in emerging markets offers. A reliable and affordable energy supply is crucial for the socio-economic development of emerging markets. At the same time, emerging countries are extra vulnerable to climate risks because they do not have the financial means to arm themselves against further global warming. Meer weten over het potentieel va...
Apr 07, 2021•17 min•Season 1Ep. 2
Perceptions about Emerging Market Corporates are wrong: the asset class is less risky than, say, European high yield, and ESG principles do apply to these corporate bonds. Elisabeth Colleran and Xinran Pan of Loomis Sayles (part of Natixis IM) explain how they identify the most successful and socially responsible companies in emerging markets through engagement and a strong emphasis on climate risk. Investment Officer is an editorially independent media platform in the Benelux countries providin...
Apr 07, 2021•27 min•Season 1Ep. 1
Er is een Deltaplan nodig om burgers in Nederland ervan te doordringen dat zowel ontwikkelingen in samenleving en economie als aanpassingen in het pensioenstelsel er toe leiden dat er minder geregeld wordt voor de oude dag. '70 procent van de bevolking zit in een collectief pensioen. Dat heeft ons een beetje lui gemaakt', stellen Iris van de Looij en Jovan Ponsioen, initiatiefnemers van een onderzoek om beleggen aantrekkelijker te maken. Investment Officer is an editorially independent media pla...
Mar 22, 2021•40 min
‘Van Lanschot Kempen is met succes “een van de toonaangevende fiduciaire partijen” in de institutionele wereld geworden, maar nu moeten we die competenties ook naar andere marktsegmenten brengen, zoals private banking, zodat wij ons verbeteren op het vlak van duurzame winstgevende groei.’ Dat zegt Erik van Houwelingen, topman van Van Lanschot Kempen in een gesprek in het kader van de podcast-serie "Masters in Finance". Investment Officer is an editorially independent media platform in the Benelu...
Mar 15, 2021•45 min
Allianz Global Investors endorses the importance of the 17 SDGs for investors. For this reason, a number of thematic strategies have been launched that are aligned with these goals. But where exactly do thematic investing and impact investing based on the United Nations Sustainable Development Goals come together? That's what Marije Groen talks about with Holger Wehner, Head of Product Specialists Equity Europe at AllianzGI. Investment Officer is an editorially independent media platform in the ...
Mar 04, 2021•27 min•Season 1Ep. 3
