Justin Doornekamp

Private equity is under increasing pressure to innovate in response to growing competition, according to Hylke Hertoghs and Bastiaan van Slobbe, managing partners at Marktlink Capital.

The warning that the future of the European Union is at stake, as expressed in Mario Draghi’s report on Monday, could signal a shift in sentiment and perception among policymakers and investors. This is the view of Robeco, outlined in their outlook for the 2025-2029 period.

Cellar Investment Partners is introducing a new investment fund that focuses on the wine market. The fund was registered in Luxembourg last month.

Renewable energy stocks have shown underperformance relative to the broader markets for years, even though the long-term outlook remains favourable.

After a two-year hiatus, the IPO market is showing signs of life, with private equity firms seizing the opportunity to take their portfolio companies public.

Asset managers still work with a variety of custodian banks, but is this truly necessary? According to experts from the Netherlands, the perfect custodial institution doesn’t exist. Moreover, no one wants to be dependent on a single entity.

European investors continue to channel funds into sustainable investments, recognizing the enduring appeal of sustainable UCITS funds. In 2023 alone, an impressive one trillion euros flowed into European Article 8 and 9 funds. This trend is expected to attract more investors towards sustainable funds in the years ahead.

Sentiment around defence stocks appears to be on the upswing. Numerous investors previously avoided such investments, yet deglobalisation and geopolitical unrest have made the case for investing in defence more tenable.

ABP, the Netherlands’ largest pension fund managing over €500 billion in total assets, has revealed a comprehensive sustainable and responsible investment policy. The pension giant aims to invest €30 billion globally by 2030 in projects ensuring both an “appropriate financial return” and a “measurable positive” contribution to the environment and society.

To become content, one must liberate themselves from emotions. Amsterdam-based asset manager Stoic embodies ancient Greek stoicism, aiming to shield clients from emotional investing. “We are behavioural psychologists rather than asset managers.”