By 2050, an estimated 80% of the world's population will live in a major urban area. Metropolises offer investors the best of both worlds: tightness on the supply side of real estate markets -resulting in rising land and house prices- and a key to solving the climate problem. How you as an investor can benefit from this tandem is explained by Tom Walker of Schroders in this podcast. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news a...
Oct 28, 2021•25 min
'Sustainable finance kijkt naar waardering en financiering met een bredere blik, dat wil zeggen naar de samenleving binnen planetaire en sociale grenzen. Daarin is transitie zeer belangrijk. Maar wat sustainable finance niet is, dat is finance en er dan sustainable voor zetten. Het is ook geen rating die je erop plakt.' Dat zegt Willem Schramade, duurzaamheidsexpert en oprichter van de Sustainable Finance Factory. Hij doet zijn uitspraken in de eerste aflevering van de podcast-serie "Expeditie T...
Oct 22, 2021•43 min
Global efforts to combat global warming are accelerating the development of alternative, renewable energy sources. That's certainly true of solar power generation and storage, says Christopher Mellor of Invesco. In this podcast, he explains why solar as an energy source will become an economic lifeline and is a great investment opportunity now. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals...
Oct 21, 2021•15 min
Dit is de zesde aflevering van OBAM Talks, waarin u hernieuwd kennis maakt met één van de grootste en bekendste wereldwijd beleggende aandelenfondsen in Nederland en een van de oudste in Europa. In eerdere afleveringen hebben met het beleggingsteam gesproken over de rijke historie van OBAM, de investment beliefs, de draai naar kwaliteit en duurzaamheid. In deze episode gaat het over technologie, een megatrend die zeer belangrijk is voor de keuzes die het beleggingsteam maakt. Zit er de komende j...
Oct 21, 2021•17 min
The Chinese healthcare market - the fastest growing in the world - benefits from the fact that the world's second largest economy is increasingly driven by (technological) innovation. The sector harbors great opportunities for investors, but there are also risks due to ESG issues - particularly on the G of governance - and tensions between China and the United States. Richard Carlyle, Equity Investment Director at Capital Group, points out the potential of the sector as well as the opportunities...
Oct 21, 2021•16 min
Digital payments, e-commerce, social media and online gaming; in emerging markets, these are some very fast-growing sub-trends of the secular growth trend digitization. As such, these trends deserve a place in an emerging markets equity portfolio. So says Richard Carlyle, equity investment director at Capital Group, in part three of a six-part series from emerging markets pioneer Capital Group on investing in emerging markets. This episode zooms in on the strong growth of social media and online...
Oct 19, 2021•19 min
'Beleggers zijn veel te langzaam. Hun snelheid van aanpassing is niet hoog genoeg. Er moet actie plaatsvinden. Juist wij jongeren zien de urgentie wel, en dat komt doordat wij wel naar de lange termijn kijken. Wij willen actie nu, want anders is er straks geen leefbare wereld meer. Beleggers als pensioenfondsen zijn vooral met het nu bezig, en onvoldoende met hun verantwoordelijkheden voor de verre toekomst.' Dat zegt Nikki Trip, masters student aan de Erasmus University in Rotterdam en oprichte...
Oct 18, 2021•14 min
BMO GAM heeft negen fiduciaire klanten in Nederland en ruim 27 miljard euro onder beheer, waarvan 17,5 miljard euro extern. Voor BMO is Nederland de asset-managementhub voor alle Europese activiteiten. Maar managing director & head of institutional Rogier van Harten is het eigenlijk oneens met de titel ‘buitenlandse partij’. Rogier van Harten (foto) begon bij Generale Bank waar hij na een traineeship in asset management rolde. Enkele grote fusies, waaronder die bij Fortis, boden zowel carriè...
Oct 15, 2021•36 min
According to data from the Organisation for Economic Co-operation and Development (OECD), the current food chain is unsustainable to the point that a severe food and water shortage is imminent. The resulting urgency to make the food chain sustainable creates an existential investment opportunity. . 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 a...
Oct 12, 2021•24 min
In the run-up to perhaps the most important UN climate summit ever, the Conference of the Parties 26 (COP26), all eyes are on China. During this geopolitical spectacle, will the world's largest emitter of CO2 commit to new targets to limit global warming? According to AllianzGI, the country has strategic interests that point in the direction of climate neutrality and concrete plans to do so create great investment opportunities. Investment Officer is an editorially independent media platform in ...
Oct 12, 2021•27 min
Het meest recente IPPC-klimaatrapport laat geen misverstand over de dramatische gevolgen van de opwarming van de aarde en de menselijke hand daarin bestaan. De vrieskou tussen wereldmogendheden zorgt dat de spanning in aanloop naar de klimaattop in Glasgow (COP26) het kookpunt nadert. Wat kunnen we verwachten van COP26 en wat betekent dat voor beleggers? U hoort het in deze podcast. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news a...
Oct 01, 2021•29 min
Welkom bij de vijfde aflevering OBAM Talks, een serie podcasts waarin u hernieuwd kennis maakt met het wereldaandelenfonds OBAM. Deze episode is opgenomen in het kader van het Fondsevent 2021. Wij praten in deze podcast met Chief Investment Officer Sander Zondag van OBAM over aandelenacrophobia: hoogtevrees voor de beurs. De pieken van aandelenmarkten, hoge waarderingen en de grote verschillen tussen bedrijven en sectoren als het gaat over die waarderingen; het houdt menig belegger ’s nachts wak...
Sep 29, 2021•17 min
Secular growth trends are not only driving major changes in the world, but are also at the heart of several successful investment themes. The same can be said about sustainability. The question that many investors ask themselves is therefore whether and how you can combine both trends in an investment portfolio. Marije Groen talks to Olivier Pauwels about this. Olivier is director of multi-asset strategies and solutions at BlackRock for Belgium and Luxembourg. Investment Officer is an editoriall...
Sep 29, 2021•22 min
Al ruim een decennium maakt Aegon Asset Management gebruik van alternatieve risicopremiestrategieën, zoals size en momentum. In het eind 2020 gelanceerde Aegon Alternative Risk Premia Fund zijn meerdere van deze strategieën in één Ucits-fonds samengebracht. Robert-Jan van der Mark , investment manager multi-asset fund investing bij Aegon Asset Management, legt de voordelen uit van van een actief beheerde strategie die alternatieve risicopremies oogst van meerdere asset classes, grotendeels ongec...
Sep 29, 2021•12 min
Under the palpable pressure of climate change and political regulatory pressures, investors are bracing for real change. As the economy continues to boom and share prices break records, world leaders will meet in Glasgow on 31 October to discuss how to stop the adverse effects of economic growth. What that means for investors and how you can position yourself in the impending energy transition is heard in this podcast. Investment Officer is an editorially independent media platform in the Benelu...
Sep 28, 2021•23 min
Op het eerste fysieke Fondsevent, na ruim een jaar binnen gezeten te hebben, analyseert beleggingsstrateeg Corné van Zeijl van ACTIAM voorbije en toekomstige ontwikkelingen op de financiële markten. Hoewel de economische groeicijfers veelbelovend zijn, doemt inflatie op aan de horizon. Bovendien is het herstel ongelijk verdeeld, met de toegang tot vaccins als de grote splijtzwam. Hoe nu verder? Investment Officer is an editorially independent media platform in the Benelux countries providing ind...
Sep 28, 2021•18 min
Fidelity is a recognized pioneer in multifactor investing in credits. The asset manager employs an award-winning strategy that uses a unique long-term dataset to capture the characteristics of the global corporate bond market with a keen eye on sustainability. In this podcast, Ilia Chelomiansk i, portfolio manager at Fidelity International, explains the fundamentals of multifactor investing in credits and discusses the risks and benefits of this systematic approach to the corporate bond market. ...
Sep 28, 2021•21 min
Over the past decade, the use of multifactor investing in corporate bonds has increased dramatically. As a result of high-quality datasets and extensive research, robust factor strategies have been developed, allowing investors to benefit from additional diversification. The diversification benefit resulting from the low correlation between multifactor investing and traditional active bond management became evident during the COVID-19 crisis, among others. In this podcast, Charles Cresteil, inve...
Sep 28, 2021•13 min
Terwijl verzekeraar NN Group besloten heeft om NN Investment Partners te verkopen, komt stads- en branchegenoot Aegon tot een andere conclusie: de asset managementtak is een strategische asset. Het verschil: de mate van afhankelijkheid van de verzekeraar en de omvang van de third party distribution. Topman Bas NieuweWeme van Aegon AM legt uit. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals ...
Sep 28, 2021•47 min
Currently, the pace of change in the world is so rapid that it is having a disruptive effect on many industries. The exponential growth of computer chip-driven computing power dictated by Moore's Law is accelerating the process of innovation to disruptive levels. How Schroders recognizes companies that are taking smart advantage of this by embracing change you will learn in this podcast. The floor is taken by Gavin Marriott, product manager for Global and International Equities at Schroders. Inv...
Sep 24, 2021•19 min
"Disruption" and "innovation" are among the most popular terms in today's business and investment literature. To illustrate, a search in Google Scholar results in 19,500 scholarly publications in the year 2021. But truly disruptive innovations, those that fundamentally change the structure of an industry, are rare and difficult to identify. In this podcast, Raj Shant of PGIM talks to Marije Groen and lays out his views on disruptive innovation for investors. Investment Officer is an editorially ...
Sep 22, 2021•32 min
Italy and Sweden, among others, preceded the Dutch pension system in the transition from defined benefit (db) to defined contribution (dc). The reforms in both countries offer Dutch pension funds valuable lessons in the field of lifecycle investing. Marije Groen talks about it with Dominic Byrne , Head of Investment Strategy for Retirement Solutions Group EMEA BlackRock and Geert-Jan Troost , Head of Institutional Client Business BlackRock Netherlands. Investment Officer is an editorially indepe...
Sep 22, 2021•25 min
Although they are currently especially popular among private investors, institutional investors' interest in thematic strategies is growing rapidly. According to Gert Jan van der Geer, senior portfolio manager thematic equity at Pictet Asset Management, customization and combining megatrends and themes plays an important role. According to him, this combination is so powerful that themes can replace the broad equity core in institutional investment portfolios. Investment Officer is an editoriall...
Sep 16, 2021•21 min
For professional investor use only, not suitable for use with a retail audience. In a capital cycle driven by climate concerns, companies that prioritize the environment and formulate clear climate strategies can become the market leaders. In this way, they can create long-term value for investors. This is what Yolanda Courtines, co-manager of the Wellington Global Stewards strategy at Wellington Management, says in conversation with Marije Groen. 'We are looking for companies, which consider cl...
Sep 16, 2021•18 min
'Het is geen geheim dat wij als BlackRock duurzaamheid tamelijk laat hebben omarmd. De omslag kwam met de brieven van topman Larry Fink aan aandeelhouders over het creëren van lange termijnwaarde, vervolgens purpose en in 2020 duurzaamheid. Maar ik denk dat we kunnen zeggen dat we onze klanten op dit terrein nu wel goed bedienen.' Aan het woord is Monique Donders, die sinds 2017 de landenmanager is van BlackRock Nederland, in een gesprek met Fondsnieuws. Dat gebeurde in de podcast-serie "Masters...
Sep 13, 2021•52 min
Growing prosperity in emerging markets is affecting many sectors, including aviation, luxury goods and finance. In the first episode of this series on investing in emerging markets from Capital Group, we speak with Valeria Vine about the development, outlook and trends in emerging markets. In episode two, Marije Groen discusses with Richard Carlyle, Equity Investment Director at Capital Group, how rising wealth translates into investment opportunities. Investment Officer is an editorially indepe...
Sep 09, 2021•19 min
The various countries that make up emerging markets have shown incredibly rapid and dynamic development. In this first installment of a series on investing in emerging markets, we look further ahead with Valeria Vine: where are emerging markets headed in the next decade? And we explore what structural changes will drive the region's growth over the next decade. Valeria is an Investment Specialist Equities at Capital Group. Investment Officer is an editorially independent media platform in the Be...
Sep 09, 2021•21 min•Season 1Ep. 1
Since the Covid-19 pandemic, we've been dating online, searching massively for the term "health," and self-help podcasts are more popular than ever. Could we have known that? While identifying consumer trends in hindsight is child's play, the opposite is true for predicting a trend. Greg Holland , senior portfolio manager at Invesco, explains how to discover and invest in the Next Big Thing for consumers. Investment Officer is an editorially independent media platform in the Benelux countries pr...
Sep 09, 2021•20 min
Restoring biodiversity is as pressing a problem for the world as reducing CO2 emissions. It can generate billions of dollars in investment opportunities. Since there are no listed companies that focus exclusively on biodiversity loss, the question is how to make this an investable theme. Marije Groen talks to Robert-Alexandre Poujade about this. Robert-Alexandre works as an ESG analyst for the Sustainability Centre of BNP Paribas Asset Management. Investment Officer is an editorially independent...
Sep 06, 2021•22 min
Bij veel pitches kwam Achmea Investment Management als winnaar uit de bus. Met inmiddels 203 miljard euro aan beheerd vermogen is de groei er nog niet uit. Dat zegt Twan van Erp, hoofd strategisch portefeuille advies, die behoedzaam, coöperatief, maar zonder blad voor de mond deelneemt aan de 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 ...
Sep 01, 2021•44 min
