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Edward Roozenboom: AI agents as a prime target for hackers

Tue, 19 May 2026 06:01:20 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Edward Roozenburg, Senior Risk Management Consultant, Probability & Partners

If you’re not careful with AI agents, you’ll be handing them the keys to the pension fund and letting them write down the safe combination straight away. Just what a hacker needs!

Payden & Rygel: AI token costs are falling, potentially deflationary

Mon, 18 May 2026 12:02:38 +0200

With the flurry of inflation data released this week, we continue to hear inflation fears related to data center buildouts — everything from higher electricity prices to more expensive hardware. However, as we always say, "it's more complicated!"

Bouwinvest: Care homes offer impact and stable returns

Mon, 18 May 2026 10:02:16 +0200

^{This article was originally written in Dutch. This is an English translation.}

One of the greatest social challenges goes hand in hand with strong investment fundamentals: in care homes, social impact and stable returns come together naturally.

By Maya Savelkoul, Fund Manager, Bouwinvest

Swissquote Bank: A correction is inevitable

Mon, 18 May 2026 09:07:06 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The big story – and dominant market driver – is becoming the rapid selloff across sovereign bond markets, as bond yields in major economies, including the US and Japan, soared last week after a set of inflation numbers showed that price pressures accelerated faster than analysts expected due to Middle East-led energy price pressures.

Transparency, allocation and scalability (roundtable on ‘Specialty Finance & Opportunistic Credit’ – part 3)

Mon, 18 May 2026 06:01:35 +0200

^{This report was originally written in Dutch. This is an English translation.}

In Part 3 of the roundtable report on ‘Specialty Finance & Opportunistic Credit’, participants discuss how the sector can become even more robust. Transparency, data usage and standardisation are key themes, as are the role of specialty finance in institutional portfolios and the limits to scalability and returns.

By Hans Amesz

Gegevens over natuur en biodiversiteit: soorten en toepassingen voor beleggers door State Street IM

Mon, 18 May 2026 00:03:30 +0200

Een overzicht van gegevens over natuur en biodiversiteit die beschikbaar zijn voor beleggers op de openbare markt, gecategoriseerd per soort en gekoppeld aan portefeuilledoelstellingen, met een beoordeling van de huidige beperkingen.

Wim Zwanenburg: Integration of European stock exchanges is essential

Fri, 15 May 2026 10:01:59 +0200

^{This column was originally written in Dutch. This is an English translation.}

The fact that an increasing number of European companies are opting for a primary listing on the NYSE or Nasdaq rather than on the London Stock Exchange or another European stock exchange points to a fundamental problem.

By Wim Zwanenburg, investment strategist at Stroeve Lemberger, written in a personal capacity

State Street IM and Ninety One announce strategic partnership

Fri, 15 May 2026 09:56:57 +0200

State Street Investment Management (State Street IM) and Ninety One, have announced that they are entering into a strategic partnership, paving the way for a suite of active co-branded ETFs.

DeVere Group: Burnham return rattles gilt markets

Fri, 15 May 2026 09:26:52 +0200

Gilt markets will treat Andy Burnham’s return to Westminster as a 'major escalation of political and fiscal risk', warns Nigel Green, the CEO of deVere Group

Swissquote: How long can AI ignore yields?

Fri, 15 May 2026 09:06:48 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

This week’s summit between Donald Trump and Xi Jinping went pretty well. Except for a few sticky points around Taiwan.

IVBN: Local flexibility as a solution to vacant retail space

Fri, 15 May 2026 06:01:18 +0200

^{This column was originally written in Dutch. This is an English translation.}

The housing crisis calls for boldness and political and administrative flexibility. Building homes above shops is a promising, sustainable solution. The fact that projects fail to get off the ground is not due to a lack of will, but to regulations, procedures and financial barriers.

By Judith Norbart, Director, IVBN

Evergreen funds stand the test in a turbulent private debt market

Thu, 14 May 2026 10:04:07 +0200

_{This report was originally written in Dutch. This is an English translation.}

The global private debt market has grown significantly. Dutch pension funds have also substantially increased their exposure. Does the asset class retain its appeal under the WTP? And which risks are still often underestimated? During a lunch webinar discussion organised by Financial Investigator and led by Harry Geels, three experts discuss what pension funds need to bear in mind when considering investing in private debt.

By Esther Waal

Returns, opportunities and market dynamics (roundtable ‘Specialty Finance & Opportunistic Credit’ – part 2)

Thu, 14 May 2026 06:03:23 +0200

^{This report was originally written in Dutch. This is an English translation.}

Part 2 of the roundtable report on ‘Specialty Finance & Opportunistic Credit’ focuses on return potential. Participants discuss why borrowers are accepting higher spreads, where the best opportunities currently lie, and how market dynamics, flexibility and leverage shape the landscape of specialty finance and opportunistic credit.

By Hans Amesz

Daniel Osborne appointed Head of ETF Solutions at Carne Group

Wed, 13 May 2026 12:37:05 +0200

Daniel Osborne has been appointed Head of ETF Solutions at Carne Group. Previously, he served as Chief Operating Officer and Managing Director at State Street, where he led the ETF business across intermediary distribution and commercial operations in EMEA and APAC for over five years.

Nickel: Crypto ETFs are turning up the pressure on regulators

Wed, 13 May 2026 12:27:05 +0200

Strong inflows into crypto ETFs are turning up the pressure on regulators to tackle ambiguities in their status, according to new global research by London-based Nickel Digital Asset Management.

DeVere Group: Gilts pricing-in Starmer departure

Wed, 13 May 2026 09:24:28 +0200

Gilt markets appear to be pricing in the exit of UK Prime Minister Keir Starmer, warns the CEO of one of the world’s largest independent financial advisory organisations.

Payden & Rygel: Value in IG credit

Wed, 13 May 2026 09:09:27 +0200

IG corporate bonds remain a compelling source of income and portfolio resilience in 2026, even as macroeconomic and geopolitical uncertainty persists.

Swissquote: Borrowed stability

Wed, 13 May 2026 09:04:24 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

No surprise, US inflation accelerated in April – but the data released yesterday showed that it accelerated more than expected for both headline and core figures: the former rose to 3.8% – heavily impacted by the rapid rise in energy prices – while the latter, core inflation, the version that excludes food and energy prices due to their volatile nature, rose to 2.8%.

Charles Bean: Donald Trump is playing a dangerous game

Wed, 13 May 2026 06:03:52 +0200

^{This interview was originally written in Dutch. This is an English translation.}

US President Donald Trump is playing a dangerous game with his attempt to drive down interest rates. The dollar’s reputation as a global reserve currency is at stake. No one knows exactly how this will turn out, but there is good reason for concern.

By Joost van Mierlo

Han Dieperink: The bull market is only halfway through

Tue, 12 May 2026 15:21:22 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

Since the autumn of 2022, I have been sticking to the ‘über-Goldilocks’ scenario: an economic and stock market environment that is almost too perfect. Not too hot, not too cold, but just right – and then a little bit more on top of that.

Harry Geels: Europe is saving itself into poverty

Tue, 12 May 2026 15:18:22 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels,

There is now more than €14 trillion in savings held at European banks. In doing so, households are eroding their purchasing power, boosting banks’ profit margins and limiting the investment capacity needed for Europe to catch up with the US. The culture of saving has become too institutionalised in Europe.

Swissquote: Valuation vertigo

Tue, 12 May 2026 09:01:53 +0200

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Major US and European indices resisted well yesterday despite a sharp rise in oil prices after US/Iran peace hopes fell off a cliff.

Anton Kramer: Investing domestically

Tue, 12 May 2026 08:01:42 +0200

This column was originally written in Dutch. This is an English translation.

By Anton Kramer, Co-founder of OverRendement

Dutch pension funds are under pressure from both politicians and the business community to invest more domestically. Hundreds of billions are needed, particularly for housing construction.

Valentijn van Nieuwenhuijzen: Europe’s awakening

Tue, 12 May 2026 06:01:23 +0200

By Valentijn van Nieuwenhuijzen, Investment Strategist and former CIO of NN Investment Partners/Goldman Sachs Asset Management

Europe is its own harshest critic. We constantly tell ourselves that we are too slow, too bureaucratic and too divided. We look outwards for leadership and inwards for problems. This creates the image of a rudderless continent, dependent on the US for security and technology, whilst China gains ground economically.

Achmea: Niche becomes a building block - SRTs within alternative credit

Mon, 11 May 2026 10:01:24 +0200

_{This article was originally written in Dutch. This is an English translation}

Significant Risk Transfer (SRT) transactions are gaining ground among pension funds and insurers. They offer exposure to credit risk on well-diversified core banking portfolios, often with variable spread income, and usually without the underlying loans being removed from the bank’s balance sheet.

By Serdar Özdemir, Capital Markets Manager, Achmea