DPAM

Can investing in water drive sustainable growth? Can private investment solve the challenges facing this vital resource? In this paper, from our Beyond. Research. series, Mathias TALMANT considers these questions and looks at the companies’ finding opportunities while tackling water-related challenges. Read the blog: https://lnkd.in/eYfR5Qec #BlueEconomy #Opportunities #Water #SustainableInvesting #ESG  -- Marketing material -- Investing incurs risks. Past performances do not guarantee future results. This material is meant for professional clients only.

After an inflation crisis in 2022 that saw borrowing costs surge, we are once again witnessing tumultuous times. In contrast to the previous stock market correction, European real estate equities have outperformed European general equities. Rents are indeed not directly impacted by tariffs, but are there other reasons why listed property should hold up well from a fundamental point of view? Here are the nine main reasons why we believe so: https://lnkd.in/dyiNhgGH #RealEstate #Credit #Europe #Tariffs Olivier Hertoghe - Damien Marichal - Vincent Bruyère - Carl Pauli --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.

Monetary debasement has been a recurring process throughout economic history, with governments and central banks seeking ways to manage mounting debts and economic crises. In its simplest form, debasement refers to the reduction in the value of a currency, historically through lowering the precious metal content (such as gold and silver) in coins, and in modern times through excessive creation of money. While these measures have sometimes provided short-term relief, they carry hidden costs that can have profound long-term implications. Bruno Lamoral, CFA and Ewout De Brauwer take a closer look at the topic: https://lnkd.in/gA_HszEk #monetary #policy #ECB #FED #Gold #Bitcoin --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results. 

Could the transition provide the impetus for a value style revival? As part of our Beyond. Research series of white papers, Lorenzo van der Vaeren, CFA reflects on this question and considers the companies building a competitive advantage on the back of decarbonisation.   Read more here: https://lnkd.in/eHWjQxjb   #EnergyTransition #ValueInvesting #Decarbonisation #NetZero

Recent market developments have added selling pressure to credit markets and brought renewed attention to the behaviour of European, US and emerging market government bonds, as well as overall liquidity conditions. Changes in investor sentiment, driven by global trade uncertainty, geopolitical tensions, rate volatility, and safe-haven dynamics, have influenced fixed income markets. Our experts have compiled a breakdown of current trends in corporate bonds, European, US and emerging market rates, investor reactions, and broader liquidity considerations: https://lnkd.in/eMYAjkGw #FixedIncome #Markets #US #Europe --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.

After an inflation crisis in 2022 that saw borrowing costs surge, we are once again witnessing tumultuous times. In contrast to the previous stock market correction, European real estate equities have outperformed European general equities. Rents are indeed not directly impacted by tariffs, but are there other reasons why listed property should hold up well from a fundamental point of view? Here are the nine main reasons why we believe so: https://lnkd.in/dyiNhgGH #RealEstate #Credit #Europe #Tariffs Olivier Hertoghe - Damien Marichal - Vincent Bruyère - Carl Pauli --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results. 

Germany’s electoral shift and trillion-euro stimulus mark a sharp break from Europe’s austerity era and signal an end to its industrial slump. While the resulting rally for EU markets was welcomed by investors, the real impact of the stimulus is more complex than it seems. Will it be enough to offset the fallout of the Trump tariffs? In the second instalment of our Beyond. Research. webinar series, our moderator Tomás Murillo speaks with European equity experts Koen Bosquet, CFA and Pierluigi Lonero to explore which investment strategies stand to gain most from Europe’s ambitious spending plans. 📅 Join us on April 22 to find out. Register here: https://lnkd.in/eBq5DUzD Please note, these sessions are for professional investors only, and we reserve the right to filter registrations to ensure we have the right audience. Stay tuned for our upcoming sessions.

Tariffs and the climate: ‘with the climate crisis worsening, a single tweet will not suffice’.  While the imposition of tariffs can swiftly send markets falling, policy announcements can fast reverse the effects, but not so with climate change. Responsible Investment Specialist, Gerrit Dubois, considers the more permanent threat that climate change poses to business and the markets and how stakeholders must adapt. Read more: https://lnkd.in/eSqfawJ2 #SustainableInvesting #ClimateInvesting #ClimateChange #LowCarbonFuture

The global tectonic plates are shifting, and everyone must adjust. ‘Liberation Day’, announced on the April 2, was a game-changer and yet another warning shot fired by the Trump administration. The ensuing 90-day pause brought additional volatility to the markets, resulting in sharp fluctuations that felt like financial whiplash. Yves Ceelen investigates: https://lnkd.in/ejG_VTvE #Tariffs #Trump #US #Europe #FixedIncome #Equities --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.

Recent market developments have added selling pressure to credit markets and brought renewed attention to the behaviour of European, US and emerging market government bonds, as well as overall liquidity conditions. Changes in investor sentiment, driven by global trade uncertainty, geopolitical tensions, rate volatility, and safe-haven dynamics, have influenced fixed income markets. Our experts have compiled a breakdown of current trends in corporate bonds, European, US and emerging market rates, investor reactions, and broader liquidity considerations: https://lnkd.in/eMYAjkGw #FixedIncome #Markets #US #Europe --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.