Podcasts about nn investment partners

Maureen Schlejen is sinds 2023 directievoorzitter van Achmea Investment Management. Daarnaast vervult en vervulde zij diverse nevenfuncties, waaronder als bestuurslid van Stichting Eumedion en voorheen als bestuurslid van DUFAS en als lid van de Raad van Toezicht van het KNVB Contractspelersfonds. Maureen heeft meer dan 25 jaar ervaring in de beleggingswereld. Ze begon haar carrière bij Robeco, waar zij verschillende rollen vervulde. Later bekleedde zij leidinggevende posities bij NN Investment Partners en Cardano ACTIAM. Zij behaalde een Executive MBA Food & Finance aan Nyenrode Business Universiteit en studeerde daarvoor aan de HES in Rotterdam af. Maureen is 54 jaar, getrouwd, heeft twee uitwonende volwassen kinderen en woont in Reeuwijk.   ***  Leaders in Finance wordt mede mogelijk gemaakt door Kayak, EY, MeDirect, en Roland Berger.   *** Film:  Dead Poets Society (1989)   *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief.   ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl en check de website leadersinfinance.nl   *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank),  Annerie Vreugdenhil (CIO ING), Geert Lippens (CEO BNP Paribas NL), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Simone Huis in ‘t Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Olaf Sleijpen (Director DNB), Allegra van Hövell-Patrizi (CEO Aegon NL), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Matthijs Bierman (MD Triodos NL), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank, vml CFO ABN AMRO), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Mary Pieterse-Bloem (Professor Erasmus), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG).   

To celebrate the SRI360 podcast's 2nd anniversary, I've created a “best of” episode with some of my favorite responses from one of the most popular questions in my interviews: the lessons learned from investments that didn't turn out as expected.This episode features:1. Bram Bos: Green Bonds Investing (02:12) Managing Director, Goldman Sachs Asset Management. Former Lead Portfolio Manager of Green, Social, and Impact Bonds at NN Investment Partners. Listen to his full episode.2. Jennifer Pryce: Community Investing (03:45) President and CEO of Calvert Impact Capital Listen to her full episode.3. Marisa Drew: Millennial Investing (05:00) Chief Sustainability Officer of the Standard Chartered Bank in LondonListen to her full episode.4. Mark Dowding: Fixed Income & Sovereign Bonds Investing (07:00) Chief Investment Officer at BlueBay Asset Management Listen to his full episode.5. Matt Patsky: Public Equities Investing (08:49)CEO & Lead Portfolio Manager of the Trillium ESG Global Equity StrategyListen to his full episode.6. Patrick Drum: Faith-Based Investing (09:57)Portfolio Manager of the Sustainable Fixed Income Fund  Listen to his full episode.7. Radha Kuppalli: Real Asset Investing (11:28) Former Managing Director of Impact and Advocacy at New ForestsListen to her full episode.8. Tammy Newmark: Biodiversity Impact Investing (13:53)CEO and Managing Partner of EcoEnterprises FundListen to her full episode.9. Chris Ailman: Sustainable Institutional Investing (15:44) Founder and CEO, Ailman Advisers. Former CIO of CalSTRSListen to his full episode.10. Martin Berg: Natural Capital Investing (16:49) CEO of Climate Asset ManagementListen to his full episode.11. Amy Novogratz: Sustainable Aquaculture Investing (18:52)Co-Founder of AquaSparkListen to her full episode.12. Ed Marcum: Supply Chain Impact Investing (21:12) Managing Director of Working Capital FundFull episode here.13. Karla Mora: Sustainable Fashion Investing (22:29)Founder and Managing Partner of Alante CapitalFull episode here.14. Sharon Vosmek: Venture Capital Investing (24:22) CEO of Astia, Managing Partner of the Astia FundFull episode here.15. Charlotte Kaiser: Impact-Driven Forestry Investing (26:27)Head of Impact Finance, BTG Pactual Timberland Investment GroupFull episode here.—Connect with SRI360°: Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE.Follow SRI360° on X.Follow SRI360° on FACEBOOK. 

Fund Seminar Podcast with Hon-Cheung Man, former Senior Portfolio Manager ABS & Mortgages van NN Investment Partners

Gościem w podcaście „DGP Talk: Obiektywnie o Biznesie” jest dr Monika Sady, kierownik Zespołu ds. Rozwoju Społecznego i Ekologicznego Uniwersytetu Ekonomicznego w Krakowie, członkini Kapituły II edycji Konkursu „Liderzy ESG” zorganizowanego przez GPW, NN Investment Partners oraz PwC Polska. Hosted on Acast. See acast.com/privacy for more information.

What type of market will we get in 2023? According to NN IP's Siu-Kee Chan, this question is nearly impossible to answer. “In any single year over the last two or three years, we probably got it wrong,” he says. In episode 100 of Market Talk, he joins his colleagues Ewout van Schaick and Leroy Tujeehut to explore what lies ahead in the new year. Will central banks still be driving the market, which asset classes will offer the best returns and how can investors position themselves?

Over the past century, the average returns of small cap stocks have exceeded those of large caps. But in the past year or so, small caps have been lagging. Will they bounce back in 2023?

After a strong month for bond investors, we asked our LinkedIn audience whether now is the right time to start adding bonds back to your portfolio. Yes, said 63% of the respondents. But Senior Investment Strategist Fouad Mehadi still sees risk for more volatility in the short term. Have the markets become too optimistic? In our latest podcast, Fouad joins Ewout van Schaick, NN IP's Head of Multi Asset, to discuss the risks and opportunities for bond investors.

Investors applying environmental, social and governance criteria are increasingly faced with incomplete datasets, which limits their ability to make effective investment decisions. Advanced data science solutions can play a crucial role in tackling this issue, says NN IP's Head of Innovation & Research Sebastiaan Reinders. In our latest Market Talk podcast, he takes us behind the scenes of what NN IP is doing to provide investment teams with the ESG data they need.

Rising inflation coupled with recession fears: are we entering a perfect storm for Dutch residential mortgage investors? No, says Bart Bakx, NN IP's head of ABS & Mortgages. In this episode of Market Talk, he explains why this asset class might even be more attractive than a year ago.

Are we approaching the bottom in the equity markets? No, says Multi Asset Strategist Aviral Utkarsh. In this episode of Market Talk, he joins Ewout van Schaick, Head of Multi Asset, to explore how investors can navigate this market environment. They also discuss what we can learn from previous bear markets, how rising yields might impact a rebound in stocks and what needs to happen for equities to hit the bottom.

'Alles begint met de S van Social'. Dat zegt verantwoord beleggenspecialist Irina van der Sluijs van NN Investment Partners. Van het uitsluiten van beleggingen in wapens en tabak, de economisch boycot van het apartheidsregime in Zuid-Afrika tot en met de huidige klimaat- en natuurcrisis. Dat vindt zij geen ongemakkelijke waarheid, maar biedt handelingsperspectief in de transitie van E naar S, die gaande is is het beleggen op basis van ESG-criteria.

Does the increased carry provide opportunity for European high yield bonds, despite rising rates and economic uncertainty? In this episode of Market Talk, Sjors Haverkamp, Co-Lead Portfolio Manager Global and European High Yield, joins NN IP's Head of Multi Asset Ewout van Schaick to discuss the attractions and risks of this asset class.

Uno dei segmenti in più rapida crescita del mercato del reddito fisso sono i social bond, la cui emissione è decuplicata solo negli ultimi due anni. Questa impennata è stata dovuta principalmente alle nuove obbligazioni che forniscono supporto alle imprese e ai consumatori sulla scia della pandemia da Covid-19. NN Investment Partners ha offerto agli investitori l'accesso a questo mercato con il recente lancio del suo primo fondo di obbligazioni sociali. Isobel Edwards, tra gli analisti del fondo, in questo podcast parla della crescita del mercato dei social bond e di come gli investitori possono partecipare. Come si decide cosa è social e cosa no? Quali lezioni dai green bond possono essere applicate a quelli social? E come potrebbero inserirsi nel portafoglio?

‘De kapitaalmarkt is compleet in de war en we ontwaren structurele veranderingen.' Dat zegt  Ewout van Schaick, hoofd multi assets bij NN Investment Partners. Hij doet zijn uitlatingen in de nieuwe podcast-serie Portfolio Update, waarin redacteuren van Investment Officer met beleggingsexperts spreken over actuele marktontwikkelingen. ‘Als je de gemiddelde belegger aan het begin van het jaar had verteld dat de Fed van plan is om de rente op te trekken tot misschien wel 5 procent, had niemand je serieus genomen', stelt  van Schaick. Hij verwacht dat zowel aandelen als obligaties het dieptepunt van de markt nog niet hebben gezien. 

After last week's gathering in Jackson Hole, it's clear that the markets should not expect a dovish turn from the Fed and the ECB anytime soon. In our latest Market Talk podcast, NN IP's Senior Economist Willem Verhagen joins Ewout van Schaick, head of Multi Asset, to discuss the economic outlook and the way forward for central banks.

Bram Bos is Lead Portfolio Manager of Green, Social and Impact Bonds at NN Investment Partners. He has over 20 years of portfolio management experience, including previous roles at Unilever, APG Asset Management, Nomura, and Fullerton Fund Management.Bram's early career began in his native Holland, took him to Singapore for several years and then back to Holland, where he went on to build the green bond franchise at NNIP following its inception in 2015, back before interest in green bonds really exploded.  The flagship NN (L) Green Bond Fund focuses exclusively on green bonds and combines a clear green profile with an above market performance since its inception. The fund is currently the world's largest open-ended green bond fund in the market, with over €3.8 billion total assets under management.Bram was awarded a Masters of Science and Financial Economics at Erasmus University in Rotterdam, and previously sat on the Fixed Income Advisory Committee for the United Nations-backed Principles for Responsible Investment.In this episode, we discuss what makes a green bond “green”, the criteria he uses at NNIP to ensure green bonds meet international standards, what makes green bonds attractive to investors and of course, the concept of ‘greenwashing'.Show notes: https://sri360.com/podcast/bram-bosAbout the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors. SELECTED LINKS FROM THIS EPISODE:Connect with Bram Bos: LinkedIN  NN Investment PartnersAPG Asset ManagementFullerton Fund ManagementTemasek HoldingsUnilever Sustainable Living PlanPrinciples for Responsible InvestmentABN AMROClimate Bonds Initiative TaxonomyEuropean Green Bond StandardSustainalyticsISSMSCI

One of the fastest-growing segments of the fixed income market is social bonds, whose issuance has increased tenfold in the past two years alone. This surge was mainly because of new bonds that provide support for businesses and consumers in the wake of the Covid-19 pandemic.

Regulation is transforming the world of environmental, social and governance investing, and in many areas, Europe has been leading the charge on new rules and standards. In June 2022, the European Parliament and the Council of the EU reached a provisional agreement on new sustainability reporting rules for companies, known as the Corporate Sustainability Reporting Directive, or CSRD.  In this episode of the ESG Insider podcast we speak to Adrie Heinsbroek, Chief Sustainability Officer at Netherlands-based asset manager NN Investment Partners, to get the investor view on how the changes could impact ESG-focused fund managers — and how the sorting hat from Harry Potter helps explain the trajectory of ESG regulation.  Listen to our previous episode about CSRD here: https://podcasts.apple.com/us/podcast/csrd-eus-latest-proposed-addition-to-alphabet-soup/id1475521006?i=1000529859763   Read our monthly ESG Regulatory Tracker here: https://www.spglobal.com/esg/insights/esg-regulatory-tracker-june-2022  We'd love to hear from you. To give us feedback on this episode or share ideas for future episodes, please contact hosts Lindsey Hall (lindsey.hall@spglobal.com) and Esther Whieldon (esther.whieldon@spglobal.com).  Photo credit: Getty Images  DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.  S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

US stocks will outperform European equities in the second half of 2022, according to three-fourths of the respondents in our poll on LinkedIn last week. But Maarten Geerdink, NN IP's head of European equities, isn't convinced. “There are a couple of things that are benefiting European equities.” In our latest podcast, Geerdink joins Patrick Moonen, our Principal Strategist Multi-Asset, to discuss the outlook for European equities.

As sustainable finance graduated from the periphery to the core, the market became a lot more competitive, says John Goldstein, head of the Sustainable Finance Group at Goldman Sachs.

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon joined Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners, in The Hague to discuss Goldman Sachs' recent acquisition of NN IP, the economic environment and the challenges facing companies and investors. This episode is repurposed from NN IP's recent Market Talk podcast “David Solomon on the economy, investing and sustainability.” 

Does the recent rise in yields mark the end of a three-decade bull run in bonds? In our latest podcast, we hear from Sylvain de Ruijter, NN IP's head of fixed income rates, who joins Ewout van Schaick, head of Multi Asset, to discuss previous bull and bear markets and the way forward for bonds.

In this special episode, our CIO Valentijn van Nieuwenhuijzen sits down with David Solomon, Chairman and CEO of Goldman Sachs. Their conversation covers a range of topics, from the state of the global economy and the investment industry to the background of Goldman Sachs' acquisition of NN Investment Partners and the growing importance of sustainable investing. Solomon also shares his views on the global economic outlook and the differences in recession risks between Europe and the US.

Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below: Welcome to another episode of our Daily Fintech Podcast. This podcast episode is sponsored by YieldX. YieldX is transforming income investing to bring its benefits to all investors. With YieldX, the outcome is income. THE NEWS HIGHLIGHT OF THE DAY IS Argentina's central bank on Thursday approved digital banking startup Ualá's acquisition of rival Wilobank, the final hurdle to a deal that grants the Argentine “unicorn” greater scope in its quest to expand its financial services in Latin America. JUST IN: PayPal has been granted a full BitLicense from the New York Department of Financial Services, the company announced in a press release. New York introduced its BitLicense in 2015 as a way to regulate businesses that provide customers with the ability to buy and sell cryptocurrency in the state. ALSO: The PayRetailers- Pago Digital- Paygol announced the launch of its first Social Responsibility campaign to support charitable causes in Latin America. An initial alliance with the Manos Unidas Organisation, in Colombia, for the Defence of the Wayúu people's rights in La Guajira communities accelerate the company's goal of contributing to improving the quality of life of disadvantaged people. WHAT ABOUT FUNDING ROUNDS AND INVESTMENTS? Factris raised €10M through its partnership with NN Investment Partners. Datia secured $3.4M in a Seed round of funding led by VC firm Nauta Capital. LoopingOne raised €800,000 in funding in its first Seed round from Ebury. Request Finance closed a US$5.5 million in a seed funding round.

A week ago, the S&P 500 was on the brink of a bear market. But then equities bounced back to record their best week since November 2020. So are we out of the woods, or will we go back to bear market territory? In our latest podcast, NN IP's head of European equities Maarten Geerdink joins Ewout van Schaick, head of Multi Asset, to explore what lies ahead for equities.

What's the most important driver of investors' decisions? Is it rational thinking or gut feeling? Researchers at Rotterdam School of Management and NN Investment Partners explored this fascinating question in their recent study, “Affective brain activity relates to future stock market performance”.

As global bond markets continue to sell off, where can investors find shelter? Ewout van Schaick, NN IP's head of Multi Asset, talks about inflation, the extreme volatility in bond markets and why equities might be the only place to hide right now.

Sustainability investing has tended to focus on the environmental side – the E in ESG. But as the pandemic exacerbated the social inequalities in our societies, investors seem to be putting more and more emphasis on the S, the social side of things. Will this trend continue and, if so, how can investors benefit?

US equity markets retreated as rising Treasury yields continued to weigh on the Information Technology sector (down -2.60%) and with investors eyeing tonight's AEST inflation data - Dow down -413-points or -1.19%, marking the largest one-day point and percentage drop since 31 March. Goldman Sachs Group Inc (down -0.20%) has acquired Netherlands-based asset manager NN Investment Partners for €1.7B to expand its asset management footprint in Europe and increase its sustainable investment capabilities. NN Investment Partners, which has more than 900 employees, will be integrated into Goldman Sachs Asset Management (GSAM) and brings Goldman's assets under supervision to approximately US$2.8 trillion. The broader S&P500 -1.69%, the indice's largest one-day point and percentage decline since 7 March. The Energy sector (down -3.11%) led all eleven primary sectors lower, with Occidental Petroleum Corp down -6.28% and Conocophillips -4.92%. Airline stocks bucked the broader market's negative trend, with Delta Air Lines Inc climbing +4.00%, American Airlines Group Inc +2.29%, Southwest Airlines Co +3.35% and United Airlines Holdings Inc +1.10%. Twitter Inc added +1.69% after Chief Executive Officer (CEO) Parag Agrawal revealed that Elon Musk abandoned his plan to join the company's board. AT&T Inc rallied +7.74% on its first trading day following the spinoff of its 71% stake in Warner Bros. Holders of AT&T received roughly a 0.242 share of Warner Brothers Discovery, as the merged media company will be known, for each AT&T share in the spinoff. The Nasdaq shed -2.18% with losses deepening in the final hour of the session. Microsoft Corp fell -3.94%, while chipmakers Nvidia Corp and Advanced Micro Devices Inc fell -5.20% and -3.59% respectively. The small capitalisation Russell 2000 lost 0.71%.

US equity markets retreated as rising Treasury yields continued to weigh on the Information Technology sector (down -2.60%) and with investors eyeing tonight's AEST inflation data - Dow down -413-points or -1.19%, marking the largest one-day point and percentage drop since 31 March. Goldman Sachs Group Inc (down -0.20%) has acquired Netherlands-based asset manager NN Investment Partners for €1.7B to expand its asset management footprint in Europe and increase its sustainable investment capabilities. NN Investment Partners, which has more than 900 employees, will be integrated into Goldman Sachs Asset Management (GSAM) and brings Goldman's assets under supervision to approximately US$2.8 trillion. The broader S&P500 -1.69%, the indice's largest one-day point and percentage decline since 7 March. The Energy sector (down -3.11%) led all eleven primary sectors lower, with Occidental Petroleum Corp down -6.28% and Conocophillips -4.92%. Airline stocks bucked the broader market's negative trend, with Delta Air Lines Inc climbing +4.00%, American Airlines Group Inc +2.29%, Southwest Airlines Co +3.35% and United Airlines Holdings Inc +1.10%. Twitter Inc added +1.69% after Chief Executive Officer (CEO) Parag Agrawal revealed that Elon Musk abandoned his plan to join the company's board. AT&T Inc rallied +7.74% on its first trading day following the spinoff of its 71% stake in Warner Bros. Holders of AT&T received roughly a 0.242 share of Warner Brothers Discovery, as the merged media company will be known, for each AT&T share in the spinoff. The Nasdaq shed -2.18% with losses deepening in the final hour of the session. Microsoft Corp fell -3.94%, while chipmakers Nvidia Corp and Advanced Micro Devices Inc fell -5.20% and -3.59% respectively. The small capitalisation Russell 2000 lost 0.71%.

In the eighth podcast of the series on the ESG in Credit Risk and Ratings Initiative, Carmen Nuzzo, PRI speaks with Barbara Mattos, Moody's Investors Service and Jod Hsu, NN Investment Partners about deforestation and how it can affect credit risk analysis.   Find the podcast transcript here: https://bit.ly/3wTFyIp

Will energy supply concerns over the war in Ukraine slow down the renewable energy transition? No, said 65% of the respondents in a recent poll that we posted on LinkedIn. Oskar Tijs, senior portfolio manager sustainable equity at NN IP, is firmly on their side. In our latest podcast, he joins Ewout van Schaick, NN IP's head of multi asset, to explain why the war might actually hasten the transition to renewables.

The war in Ukraine has left many people feeling powerless. Last week, NN Investment Partners stopped new investments in Russian and Belarussian securities. What else can investors do? In our latest podcast, Adrie Heinsbroek, NN IP's Chief Sustainability Officer, discusses the role and responsibility of investors and how they can put their capital to work for positive change amid this humanitarian crisis.

De online gereedschapswebshop Fixami wist flink te profiteren van de klusdrift tijdens de lockdown. Zijn de magere jaren aangebroken nu de versoepelingen een feit zijn? Topman John Wilson is te gast in BNR Zakendoen. Kees de Kort Elke dag, even over twaalf, bespreekt presentator Thomas van Zijl met macro-econoom en commentator Kees de Kort de economische stand van zaken. Economenpanel De sancties die worden opgelegd aan Rusland raken naast de elite ook de burger steeds harder. En: Westerse olie- en gasbedrijven begeven zich in Rusland naar de uitgang. Dat levert het land grote problemen op. Dat en meer bespreken we in het economenpanel met: Barbara Baarsma, directeur van Rabo Carbon Bank en hoogleraar Marktwerking- en Mededingingseconomie aan de UvA en Valentijn van Nieuwenhuijzen, Chief Investment Officer van NN Investment Partners. Luister l Economenpanel Inzichtgesprek In winkelstraten is er het afgelopen jaar nog meer leegstand ontstaan, terwijl koopjesjagers sinds de coronacrisis vaker online hun slag slaan. Dat komt naar voren in een nieuw, grootschalig onderzoek op dit gebied. Te gast is Thijs Lenderink van onderzoeksbureau I&O. Zakenpartner Eerst was ze HR Advisor bij Accenture, daarna coachte ze sporters bij FC Groningen in de balans tussen trainen en herstellen en inmiddels heeft ze haar eigen succesvolle energiemanagementbureau uit de grond gestampt. De zakenpartner deze week is Lieke Wolfraad van OneWave. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 12:00 tot 14:30 uur. Je kunt de redactie bereiken via e-mail en Twitter. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

De sancties die worden opgelegd tegen Rusland raken naast de elite ook de burger steeds harder. En: Westerse olie- en gasbedrijven begeven zich in Rusland naar de uitgang. Dat levert het land grote problemen op. Dat en meer bespreken we in het economenpanel van BNR Zakendoen. Panelleden  Presentator Thomas van Zijl gaat in gesprek met het economenpanel, dat deze keer bestaat uit:  - Barbara Baarsma, directeur van Rabo Carbon Bank en hoogleraar Marktwerking- en Mededingingseconomie aan de UvA  - Valentijn van Nieuwenhuijzen, Chief Investment Officer van NN Investment Partners.  Abonneer je op de Podcast  Ga naar Economenpanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke maandag live om 13:00 uur in BNR Zakendoen.  See omnystudio.com/listener for privacy information.

The full-scale Russian invasion of Ukraine has roiled the global financial markets. In this episode, Senior Economist Willem Verhagen joins Ewout van Schaick, NN IP's head of Multi Asset, to explore what the conflict means for the European economy and monetary policy.

Value stocks have clearly been outperforming growth shares in the past few months. Will this continue, or are we set for another false dawn for value investing? In our latest podcast, Nicolas Simar, Senior Portfolio Manager Euro & European High Dividend at NN Investment Partners, shares his views and explores the biggest opportunities for investors.

The markets are having a rocky start to the year, beset by fears about inflation and interest rates. In our latest podcast, Ewout van Schaick, NN IP's head of Multi Asset, and Niels Bodenheim, head of Alternative Credit, explore how alternative credit can help investors navigate the current volatility.

Is inflation transitory or here to stay? Ewout van Schaick, NN IP's head of Multi Asset, still believes inflation will return to pre-pandemic levels by the end of 2022. Robert Davis, senior portfolio manager European equities, doesn't agree. In our final podcast of the year, Van Schaick debates Davis on this hotly contested topic.

After a difficult year for emerging market assets, 2022 could provide another challenging ride. The expected Fed rate hikes bring back memories of the taper tantrum in 2013, when emerging economies suffered from stretched current accounts and over-reliance on foreign investors. In our latest podcast, Marcin Adamczyk, head of emerging market debt (EMD) at NN Investment Partners, explains why this time might be different.

Nu de ic's weer volraken met coronapatiënten, rijst de vraag: wat hebben Nederlandse ziekenhuizen geleerd van de vorige golven? Topvrouw Marjolein Tasche van Franciscus Gasthuis & Vlietland is te gast in BNR Zakendoen. Kees de Kort Elke dag, even over twaalf, bespreekt presentator Thomas van Zijl met macro-econoom en commentator Kees de Kort de economische stand van zaken. Economenpanel De inflatie blijft maar stijgen. Fed-voorzitter Powell durft het woord 'tijdelijk' zelfs niet meer in de mond te nemen. En: de vermogensongelijkheid in Nederland neemt af. Dat en meer bespreken we in het economenpanel met: Valentijn van Nieuwenhuijzen (Chief Investment Officer, NN Investment Partners) en Casper de Vries (Hoogleraar monetaire economie, Erasmus School of Economics). Luister l Economenpanel Toeter, toeter, toeter op de deelscooter Niet alleen met elektrische scooters, maar sinds kort ook met e-bikes en deelauto's: Go Sharing is in steeds meer Europese steden actief. Nu Amsterdam nog. Te gast is Raymon Pouwels, Co-founder en CEO van Go Sharing. Zakenpartner De zakenpartner van deze week is Elske Doets, eigenaar en directeur van Doets Reizen. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 12:00 tot 14:00 uur. Je kunt de redactie bereiken via e-mail en Twitter. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

European or US stocks? In this episode of Market Talk, Ewout van Schaick, head of Multi Asset, discusses recent market developments and his outlook for equities. He is joined by Patrick Moonen, Principal Strategist Multi Asset, and Nicolas Simar, Senior Portfolio Manager Euro & European High Dividend, to explore why 2022 might become a positive year for European stocks.

This year has been a stellar year for commodities, and we've all seen the recent surge in energy prices. So, what can we expect in the years to come? In our latest podcast, Stan Verhoeven, senior portfolio manager Liquid Alternatives at NN Investment Partners, explains why we might be on the verge of a new commodity supercycle.

In our “Choppy waters” base scenario we expect a volatile 2022 as markets grapple with the normalization of economies following the unprecedented stimulus in the past 18 months. In this podcast we share the highlights from our outlook event. Listen to the view of Chief Investment Officer Valentijn van Nieuwenhuijzen on the risks and opportunities in the year ahead.

Where to start when discussing the current market environment? Supply chain disruptions, rising inflation, looming interest rate hikes and concerns about Chinese growth make it increasingly difficult for investors to see where markets are heading. In our latest podcast, Ewout van Schaick, head of Multi Asset at NN Investment Partners, explores how to invest in this uncertain climate.

Last month, the green bond market passed the milestone of EUR 1 trillion in outstanding debt. In our latest podcast, client portfolio manager Douglas Farquhar explains how investors can benefit from this rapidly growing market.

A few weeks ago, most investors had never heard of Evergrande. Now some market watchers are talking about China's Lehman moment. In our latest Market Talk, Ewout van Schaick, head of Multi Asset, and Joep Huntjens, head of Asian Fixed Income at NN Investment Partners, discuss what this debt crisis means for China and beyond.

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.

In this episode I speak to Rani Piputri of NNIP, the investment arm of a Netherlands-based insurance company which was acquired last week by Goldman Sachs for €1.6bn.In our conversation, Rani and I speak about her past in various Alternative Data-related positions in Europe, and what some of the ways in which she has been seeking alpha using alternative data at NNIP, her current employer. Hosted on Acast. See acast.com/privacy for more information.