De miljardairsfabriek hapert
De private equity-sector zit klem. Exits stagneren, kapitaal blijft vastzitten en beleggers wachten langer op hun geld dan ooit. Maar in plaats van die problemen op te lossen, verschuift de sector ze naar particuliere beleggers. Dat is de harde conclusie van Lucas Crasborn, CIO van Optimix Vermogensbeheer.
The acceleration
The world was already electrifying at a rapid pace. But two developments are now pushing this process into an acceleration that would have seemed unthinkable just a few years ago.
The shift in how the world sees farmland
In the past Farmland struggled to sit comfortably with traditional asset classes. This short piece explores why that matters, and what it reveals about how investors are reassessing risk and long term value.
Adding private markets means paying twice for the same risk
Investors seeking to diversify their portfolios and reduce dependence on traditional equity indices are increasingly turning to private markets. However, through their public holdings they already have exposure to those same markets. The additional costs associated with private funds do not structurally deliver higher returns.
Morningstar: Schroders versus T. Rowe Price in global equities
Equities are off to a volatile start in 2026. While initial optimism around the AI capex boom continued to support global equity markets, a rotation into cyclical sectors, value, and non-US stocks helped broaden the rally.
Asset owners push asset managers back into net zero alliance
Asset owners representing 3.7 trillion dollars in capital sent a clear message to their asset managers at the end of January: stay committed to net zero. Demand for climate strategies among institutional investors in Europe remains firmly intact.
Higher rates weigh on EMD more than geopolitics
The unrest in the Middle East has affected Emerging Market Debt (EMD) through rising rates and higher risk premiums. There is no indication, for now, of a structural deterioration in credit risk.
Oversubscription of bond issuances creates a snowball effect
The fact that some bond issuances are now oversubscribed by as much as ten times illustrates how sharply market sentiment has shifted. After more than a decade of interest rates close to zero, bonds in the eurozone are once again offering returns, around 3 to 4 percent for investment grade.
Iran conflict hits Miran’s housing assumption
The conflict between the US and Iran is hitting the core of the Federal Reserve’s rate strategy. The one factor that was keeping rate cuts alive, falling housing costs, is now under pressure. Fed governor Stephen Miran’s bet that housing costs would keep falling fast enough to justify lower Fed rates is now being tested in the worst possible way.
Schroders : Wat betekent stagflatie voor beleggers?
Wat betekent stagflatie voor beleggers?