DPAM

Curious about the latest insights from COP16? Responsible Investment Specialist Julie Gossen talks to Aleksandar Rankovic, biodiversity expert, live from Colombia, to answer questions like: - How was the atmosphere at the COP? - What were the key outcomes? - What could the result of the US elections mean for international biodiversity commitments? - What steps can investors take to align their portfolios with the Global Biodiversity Framework? Please watch the video on our blog: https://lnkd.in/e-m7zvHR #Biodiversity #SustainableInvesting #COP16 - The Common Initiative

The anti-ESG movement in the U.S. has gained significant momentum, particularly during the 2023 and 2024 proxy voting seasons. According to recent reports, such as those by Harvard Business Review and Responsible Investor, the movement has been marked by an increased number of shareholder proposals targeting ESG issues, with many of these proposals being actively opposed by anti-ESG factions. This opposition is not only concentrated in shareholder meetings but has also manifested in legislative actions and public campaigns against ESG principles. Lina Arrifi & François Antomarchi take a closer look at the topic: https://lnkd.in/erszKwr5 #US #ESG #Pushback --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results. 

The potential policy shifts under a Donald Trump presidency have sparked considerable debate in recent months, especially concerning global trade, geopolitical dynamics, inflation, and US debt levels. Yet, the implications of a Trump-led administration stretch far beyond American borders. Michael Vander Elst considers how these shifts might influence emerging markets and analyses the wider ripple effects on the global stage: https://lnkd.in/ebyDT__9 #US #Trump #Presidency #Harris #EMD #Emerging #Markets --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.

🌏 #AsiaRoadshow - Dries Dury, DPAM Fund Manager, is in Asia to discuss active management, AI, and sustainability with investors, highlighting DPAM’s strong performance and ESG commitment. 1of30responses

As a second Trump term nears, investors and policymakers are preparing for its economic impact. While Trump's first term offers valuable insights on what we can expect, current issues like inflation and geopolitical tensions add complexity. Johan Van Geeteruyen examines the potential economic shifts, key policies, and market reactions associated with a Trump victory, as well as the expected impacts on sectors such as energy, technology, and finance: https://brnw.ch/21wOrak #US #Election #Markets #Trump #Presidency #Harris --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.

As a second Trump term nears, investors and policymakers are preparing for its economic impact. While Trump's first term offers valuable insights on what we can expect, current issues like inflation and geopolitical tensions add complexity. Johan Van Geeteruyen examines the potential economic shifts, key policies, and market reactions associated with a Trump victory, as well as the expected impacts on sectors such as energy, technology, and finance: https://lnkd.in/eCtHrNBV #US #Election #Markets #Trump #Presidency #Harris --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.

Four more years of Trump. While his first term offers valuable insights on what we can expect, current issues like inflation and geopolitical tensions add an undertone of complexity to the outlook of the next couple of years. To help you understand the most important market expectations, our expert Bruno Lamoral, CFA has broken them down into bite-sized pieces. For an in-depth overview of potential economic shifts, key policies, and market reactions to Trump’s victory, our Chief Investment Officer Johan Van Geeteruyen has written a detailed analysis: https://lnkd.in/d-RZqbzF #US #Election #Markets #Trump #Presidency #Harris

As a second Trump term approaches, financial markets, investors, and policymakers are closely analysing its impact on the economy, monetary policy, and specific sectors. The legacy of Trump's first term (2016–2020) provides valuable insights into what may unfold in another term, but unique factors in the current economic climate—such as inflation, geopolitical tensions, and energy markets—also contribute to this complex outlook. Johan Van Geeteruyen examines the potential economic shifts, key policies, and market reactions associated with a Trump victory, as well as the expected impacts on sectors such as energy, technology, and finance: https://lnkd.in/eU2Q5HSX #US #Election #Markets #Trump #Presidency #Harris --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results. 

In 1989, Warren Buffett first coined the famous phrase “it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price”. We are not here to argue that this is the exact date of the emergence of ‘Quality Investing’, as Peter Lynch was already an outspoken investor with similar ideas around that time, and Buffett himself had been investing this way a few years prior. Nonetheless, it’s a landmark for this investment style. Our fund manager, Humberto Nardiello takes a closer look at the topic: https://brnw.ch/21wOo82 #Quality #Growth #Equities --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.

An important factor in listed impact equities is the concept of ‘additionality’ or, as Impact Europe puts it: ‘achieving positive outcomes that are better than what would have happened without the investment’. Mathias TALMANT shares his insights on Additionality in Listed Impact Equities: https://brnw.ch/21wOnH4 #ImpactInvesting #ESG #Equities --Marketing communication-- Investing incurs risks. Past performances do not guarantee future results.