Dear ala kot,
In this edition of our newsletter, Chief Economist Hans Stegeman sounds the alarm: investors must brace for impact when economic reality will eventually hit the financial markets. We also tackle the urgent need to build energy systems that aren’t just green, but also resilient, flexible and better shielded from geopolitical shocks. Plus, get the latest update on our economic outlook.
Kind regards,
Dick van Ommeren
| | |
| | | | |
The rules of investing were written for a stable world. That world is gone, argues Hans Stegeman. Something is propping up financial markets that will not prop them up forever. What are the consequences for investors when that support disappears?
| | | | | | | |
 | | |
Renewables are now key to both climate strategy and energy security. Scaling them demands coordinated investment – not just in generation, but also in grid infrastructure and energy storage, write Matija Kajić and Maritza Cabezas.
| | | | | |
 | | | |
Companies can either protect nature or put more pressure on it. In 2026, we're starting an ambitious engagement programme with selected companies from our investment portfolio, focusing on two major threats to biodiversity: deforestation and water pollution.
| | | | | |
 | | | |
In three potential scenarios, each with distinct implications for energy prices, inflation and growth, economists Maritza Cabezas and Joeri de Wilde assess the impact of the current geopolitical and economic circumstances on advanced and emerging economies.
| | | | | |
 | | | |
Our Future Generations strategy has been voted the winner of the prestigious Endowments Investing Challenge by six leading UK charitable investors seeking innovative investment ideas to benefit future generations.
| | | | | |
|
Did you enjoy reading our newsletter?
| | | | |
This is a marketing communication. Please refer to the prospectuses and KIDs of Triodos Microfinance Fund and the Triodos SICAV I funds before making any final investment decisions. An overview of the investor’s rights can be found in the prospectus which can be found on www.triodos-im.com. The value of your investment can fluctuate because of the investment policy. The afore mentioned fund is managed by Triodos Investment Management. Triodos Investment Management holds a license as alternative investment fund manager and UCITS and is under the supervision of the Dutch Authority Financial Markets and the De Nederlandsche Bank.
This e-mail is issued by Triodos Investment Management BV, a 100% subsidiary of Triodos Bank NV. If you are not the intended recipient please notify the sender immediately by return e-mail and delete this message from your system. This e-mail is produced for information purposes for professional investors only and does not constitute an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or be taken as investment advice. This information has been compiled with care by Triodos Investment Management. No rights can be derived from this information.
Triodos Investment Management BV, Triodos Bank NV or its group companies shall not be liable for the proper transmission nor for the complete transmission of the information contained in this message or for any delay in its receipt. Triodos Investment Management BV accepts no liability for any kind of consequences due to the content of this e-mail. |
|
|
