‘Gold could still double in price’
After years of underperformance, investors are once again paying attention to commodities. They are using gold to hedge against higher inflation but also recognize the growth potential tied to the energy transition.
Weathering the climate challenge with data
Van Lanschot Kempen uses sophisticated climate data to assess the potential impact of natural hazards on valuation and price-in the risks. How do we approach this?
The US is entering an era of ‘post-truth statistics’
In October, the US failed to deliver one of its most closely watched economic reports: the monthly jobs data. The blackout has deepened doubts over whether the world’s largest economy can still produce reliable data, even once the releases resume.
Morningstar: Aberdeen versus Invesco in global emerging markets equities
Equity markets in emerging countries extended their strong performance from the first six months of 2025 into the third quarter, led by heavyweight China, as well as Colombia, Egypt, Peru, Thailand, and South Africa.
Defense and AI push European thematic ETFs to record size
Assets in European thematic ETFs have climbed to a record 52 billion euro, the highest level since the post-Covid “everything bubble.” While a record number of thematic funds closed in 2024, the category is making a comeback this year, led by the themes of defense and AI.
Circular agriculture: an investment in our future
Agriculture sits at the heart of today’s biggest challenges and greatest opportunities. It contributes to climate change and biodiversity loss, while also being highly vulnerable to their effects.
Private banking coveted prize in European bank consolidation
ABN Amro’s private banking operations are a key asset for parties considering a takeover of the bank, even though the division’s financial results are generally weaker than those of its competitors.
The human factor in factor investing
Wat als de sleutel tot het begrijpen van marktrendementen niet in de balansen van bedrijven ligt, maar in de portefeuilles van de mensen die ze bezitten?
US tariffs have not derailed global economic growth so far
So far, US tariffs have not derailed global economic growth, which remained stable during the summer, note Guy Wagner and his team in their latest monthly market report "Highlights".
Biodiversity impacts - how to measure progress
With food security for billions hanging in the balance, it’s no wonder questions about how to produce healthy food are growing. Feeding the world is no small feat. Find out more about our measurable and innovative practices in regenerative farming.