Market Talk

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.

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.

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?

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.

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.