Row wavy Shape Decorative svg added to bottom

BNR Investor Panel – European defence stocks: will they retain their appeal until 2026?

Publication: 23 December 2025 |
BNR Investor Panel – European defence stocks: will they retain their appeal until 2026?

Peace negotiations between Russia and Ukraine are causing tension in the markets: investors with a heavy defence weighting in their portfolios are suddenly looking at their positions with a lot more nervousness. At the same time, Japan is taking a historic step: since last week, the policy interest rate has been at its highest level in thirty years. These two geopolitical and monetary developments are having a sharp impact on investor sentiment and clearly demonstrate how quickly the rules of the game can change.

That and more is discussed in BNR Zakendoen’s Investor Panel.

Panelist

Presenter Thomas van Zijl talks to the Investor Panel, which this time consists of:

Listen to podcast

LISTEN TO PODCAST ON BNR WEBSITE…

Looking for more information on sustainable dividend investing in European companies? Keep an eye on our Latest section and read more about the Sustainable Dividends Value Fund or subscribe to the newsletter.

Source: BNR

Newsletter

Name
Consent(Required)
To all the latest
Row wavy Shape Decorative svg added to bottom

Contact us directly

+31 (0)20 244 36 54
info@sustainabledividends.com

Sustainable

Sustainable lasts longer, both for our world and for our capital.

Dividends

When assessing an investment, dividends are very important.

Value

We use a proven process for valuing companies.
Sustainable-Dividends-Value-Fund-Fonds

The fund

Sustainable Dividends offers an investment fund that invests in a well-diversified portfolio of European companies at the forefront of the sustainability transition. Our focus is on a disciplined investment process, while applying both qualitative and quantitative financial criteria.

Row triangle Shape Decorative svg added to top

Testimonials

Harm Welleweerd
Former CEO iwell

Companies that see circular commodities and the clean energy transition as real opportunities have the best chances for successful growth. The Sustainable Dividends Value Fund focuses especially on this type of companies. This offers me greater certainty of returns and the chance to invest equity capital in accelerating the transition into a more sustainable society.

Bart van Asten
CTO of WorldACD Market Data

The Sustainable Dividends Value Fund invests in companies that take sustainability seriously. The fund is run by experienced people whom I have known for a long time and in whom I have great confidence. Those two factors ensure that I have been a participant in the fund for many years with peace of mind.

Milko Brinkman
Founder Brinkman Financial Consultants

The Sustainable Dividends team strives for socially sustainable impact. The world is changing rapidly. From my beach house, I saw Boskalis doing sand replenishment, TKH pulling cables to offshore wind turbines and Fugro mapping the North Sea and coastlines. Ørsted builds offshore wind farms, Vopak takes care of hydrogen storage and LNG, and SKF supplies ball bearings for wind turbines. Investing is that simple, and the Sustainable Dividends Value Fund invests in some of these companies.

Michiel Langezaal
co-founder and CEO Fastned

What really appealed to me about Sustainable Dividends is the story. First, we invest only in sustainable companies. Then, we look for companies that show an upward trend in dividend payments because companies with growing dividends have historically achieved above-average returns. A refreshingly simple and clear strategy that gives me confidence.