Inside Impact Investing

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?

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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

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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

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

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.

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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.

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Emerging markets and developing countries are facing a dual challenge. These countries are particularly vulnerable to climate change because they lack the financial power to deal with climate change. At the same time, they also need a dependable and affordable energy supply to stimulate further socio-economic development. Up until 2030, the strongest growth in power demand is expected to come from non-OECD countries, due to population growth, economic development, and current electricity deficit.

In this podcast Hans Stegeman discusses the business case for investing in renewable energy projects in emerging countries with Angeles Toledo, Fund Manager at Triodos Investment Management.

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COVID-19 and the subsequent social and economic crises have underlined once more that we must urgently address the severe shortcomings in our present-day economies and societies. In a series of articles and podcasts Hans Stegeman, Chief Investment Strategist at Triodos Investment Management, explores the contours of a future-proof economy, and the ways to get there.

Investors play a crucial role in the transition to a new economy, providing the capital needed to realise real and profound change. The investment choices they make can have a positive impact on our planet and on society, and at the same time safeguard their chances of solid long-term investment returns.

In this fourth and last episode of the series Reset the economy, Hans Stegeman and Ulrika Hasselgren, Partner at sustainable intelligence company Arabesque and co-founder of Ethix SRI Advisors, discuss the tools we have to bring about a system change and the role of private capital therein:

• What is the biggest problem in the reset? Transparency, liquidity, regulation?
• What is needed, from an investor perspective, to make impact investing the new standard?
• How can we transition from doing less bad to regenerative/positive investments?
• What should be the contribution of impact investing to a reset of our economy?

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