Impact Investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss current economic topics and political developments and how they relate to sustainability. Though some of the discussed topics might turn out to be market moving events, this podcast is not to be taken as investment advice. It's intended to provoke your thoughts and spark a discussion.

In this episode:

• Hans’ frustration of the month: trickle-down policies in the UK
• Recessions and wellbeing: what is a recession and what does it mean for the average person? Are recessions in advanced economies different from recessions in emerging markets?
• Data of the month: the Italian spread - higher or lower, after the election outcome?

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Inequality is a pressing issue in today’s world, and the gap in the wealth and income distribution has reached unsustainable levels. In this episode Xavier Baeten, Professor of Management Practice in Reward & Governance at Vlerick Business School, Fabian Meijs, Investment Analyst and remuneration expert at Triodos IM, and Chief Investment Strategist Hans Stegeman discuss executive remuneration practices and how the trend of excessive CEO pay can be curbed.

In their discussion, they touch upon the following topics:

• Inequality: how is it linked to executive remuneration
• What is the impact of executive remuneration?
• Differences between different payment models
• Which remuneration approaches lead to a better company performance, both financially and on ESG level?
• The role of boards and finance committees in CEO compensation 

Hosted on Acast. See acast.com/privacy for more information.

Impact Investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss current economic topics and political developments and how they relate to sustainability. Though some of the discussed topics might turn out to be market moving events, this podcast is not to be taken as investment advice. It's intended to provoke your thoughts and spark a discussion.

In this episode:

• The rising problem of energy and food poverty
• Hans’ frustration of the month: central banks’ monetary policies
• Data of the month: gas prices – will they increase further?

Hosted on Acast. See acast.com/privacy for more information.

Biodiversity loss is one of the most urgent and complex systemic risks we are currently facing. Hans Stegeman and Karin van Dijk, fund manager of ASN Biodiversity Fund, discuss the matter from the perspective of the financial sector. Their conclusion: the financial sector has a key role to play. Biodiversity is investable, and investing in it a must.

In this podcast, Hans and Karin discuss the following topics:

•  The problem of biodiversity loss
•  Which role can the financial sector play?
•  How do ASN and Triodos Investment Management approach the issue?
•  Practical dilemmas and concrete investment examples

Hosted on Acast. See acast.com/privacy for more information.

Impact Investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss current economic topics and political developments and how they relate to sustainability. Though some of the discussed topics might turn out to be market moving events, this podcast is not to be taken as investment advice. It's intended to provoke your thoughts and spark a discussion.

In this episode:

• The phenomenon of bubbles: what is a bubble, and are they always bad?
• Hans’ frustration of the month: the stubborn belief in green growth.
• Data of the month: S&P 500 - will the bear market continue?

Hosted on Acast. See acast.com/privacy for more information.

Impact Investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss current economic topics and political developments and how they relate to sustainability. Though some of the discussed topics might turn out to be market moving events, this podcast is not to be taken as investment advice. It's intended to provoke your thoughts and spark a discussion.

In this episode:

• Policies to address tight labour markets
• Hans’ frustration of the month: the EC's proposal to sell carbon rights to pay for the energy transition
• Data of the month: the euro-dollar exchange rate

Hosted on Acast. See acast.com/privacy for more information.

Impact Investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss current economic topics and political developments and how they relate to sustainability. Though some of the discussed topics might turn out to be market moving events, this podcast is not to be taken as investment advice. It's intended to provoke your thoughts and spark a discussion.

In this episode:

• Why sustainability challenges can't be tackled without addressing inequality
• Hans's frustration of the month: inequality in the Metaverse
• Bet of the month: consumer trust figures and upcoming rate hikes

Hosted on Acast. See acast.com/privacy for more information.

Impact Investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss current economic topics and political developments and how they relate to sustainability. Though some of the discussed topics might turn out to be market moving events, this podcast is not to be taken as investment advice. It's intended to provoke your thoughts and spark a discussion.

In this episode:

• Inflation, interest rates, and investment
• How does the war in Ukraine affect the energy, resource and food transition?
• Hans’s frustration of the month: Arms and ESG

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In this special edition of Macro Monthly, investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss the economic and political implications of the war in Ukraine:

• What are the effects on financial markets?
• What is the macroeconomic impact?
• What does it mean for the energy transition?

As the conflict is still unfolding, it’s impossible to paint a complete picture. Although short-term effects are beginning to show, long-term implications depend largely on the length of the war and its aftermath. All we can say for sure is that the human tragedy is already enormous.

Hosted on Acast. See acast.com/privacy for more information.

Impact Investment strategists Maritza Cabezas, Joeri de Wilde and Hans Stegeman discuss current economic topics and political developments and how they relate to sustainability. Though some of the discussed topics might turn out to be market moving events, this podcast is not to be taken as investment advice. It's intended to provoke your thoughts and spark a discussion.

In this episode:

• How will central banks deal with rising inflation rates?
• What could happen in Ukraine and how would this affect markets?
• Hans's frustration of the month: the EU taxonomy

Disclaimer: This podcast episode was recorded before Russia started its attacks on Ukraine.

Hosted on Acast. See acast.com/privacy for more information.