Investment Officer BE

The alphabet soup of sustainable investment approaches, ranging from excluding sectors to impact investing could confuse multi-asset investors in search of a clear story and consistent ESG-reporting. How to integrate ESG consistently into a multi-asset portfolio, that includes not only equity and fixed income but also alternatives? That's something Marije Groen discusses  with Simon Holmes. Simon is Fund Manager Multi-Strategy Investments at BMO Global Asset Management 

Multi-asset investment is more than than a well-diversified portfolio. Diversity as a source of diversification: that is the motto of Capital Group with regards to multi-asset investing. Each multi-asset portfolio has therefore been managed by different managers. What are the benefits of this holistic approach to multi-asset investing? That’s something Marije Groen discusses with Julie Dickson. Julie is Investment Director at Capital Group.

Growing income inequality within developed countries is polarizing, eroding the workforce and threatening economic growth. Investing in companies that promote inclusive growth is the way to break this downward spiral. Delphine Riou, ESG research specialist at BNP Paribas Asset Management, sees income inequality as a threat to long-term economic growth. At the same time, she sees an opportunity to turn the tide, and benefit from it as an investor. 

Gone are the days when the timber industry evoked negative associations. The UN PRI sees the industry as a partner in the climate crisis. Wood has many applications, is CO2 neutral or even reduces global warming. Not unimportant from an economic point of view, the demand for wood is also increasing. In this podcast Gillian Diesen, Senior Product Manager at Pictet Asset Management talks about investment opportunities in the timber industry.

In deze podcast staan we stil bij de voordelen van factorbeleggen en welke rol ze spelen in de asset allocatie. 

Hugo Lasat, CEO van DPAM, praat ons bij over de recente trends in de asset management industrie. 

In deze podcast spreekt Jurgen Vluijmans van Investment Officer met Rik Dhoest, portefeuillebeheerder smallcaps bij Nagelmackers. 

Jan Longeval (Kounselor Consulting) en Frank Vranken (CIO Puilaetco) gaan in debat over de vooruitzichten voor 2021 op het vlak van activaklassen, trends en dergelijke.