Posts by Arnd-Jan
The new world order
During a recent visit to the Netherlands, Peter Frankopan, Professor of Global History at Oxford University and author of bestseller “The New Silk Roads”, addressed a room full of Dutch investors. I was lucky enough to have the opportunity to listen along. His prime call to action: be aware of Asia’s rising prominence on the…
Read MoreDaring to ‘go short’
Global markets are nervous and investors fear that a big correction in the stock market will finally come. When it finally does, who will be making money? Short sellers, that’s who. What exactly is ‘going short’? In essence, it is when an investor speculates on a drastic drop in a stock price. The difference between…
Read MoreNew frontiers in long-term investing
Emerging markets (EM) and private equity (PE) are two themes trending in the long-term investing space, making it relevant to consider how they can be combined. Investors may indeed be lending more attention to EM PE in the coming months. According to data collected from a recent Alpha Research survey, EM will be the most…
Read MorePR firm Stark Narrative launches
Public relations firm Stark Narrative has officially launched. Anchored in the Benelux market, with an international perspective, the new firm epitomizes distinct communications. Stark Narrative provides specialized PR services to clients active within the parameters of four pillars: investments, consultancy, legal services, and information security. The firm’s baseline proposition entails the implementation of integrated, strategic…
Read MoreThree strategists, a whole lot of geopolitical uncertainty
One cold, winter evening in February, three Dutch investment strategists gathered to discuss macroeconomic headwinds. Much as the rest of Europe, those participating in the 2019 Asset Allocation Awards and Debate were bamboozled by Brexit. Apparently even George Osbourne, former Chancellor of the Exchequer, can only manage to stay one step ahead of Brexit. Lukas…
Read MoreDutch pension sector creates efficient ecosystem (Part II)
The 6th annual Bismarck-lezing hosted by the Netherlands Investment Mangers Forum (Stichting NIMF) cast a philosophical light on the pension sector. Bas Haring, professor and ‘people’s philosopher’, took to the stage to demarcate the problematic elements that continue to hinder the sector, particularly in the context of technological developments and digital transformation. The audience –…
Read MoreInstitutional investors cozy up to AI (Part I)
A concoction of higher costs and lower returns has incentivized pension funds around the world to explore creative solutions, largely in artificial intelligence (AI) and other technologically enabled strategies, to help them manage their money as efficiently as possible. The largest pension fund in the world, the Japanese Government Pension Investment Fund (GPIF) with ¥158trn…
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