BNR Investor Panel – What are APG and Sustainable Dividends Value Fund investors doing as stock markets turn deep red?

Publication: 08 April 2025 |
BNR Beleggerspanel 8 April 2025 - What are APG and Sustainable Dividends Value Fund investors doing as stock markets turn deep red?

Fund managers have their hands full since Donald Trump raised import tariffs again. While some struggle with worried clients, others see new opportunities emerging. But how do you actually deal with sharply falling stock markets?

Meanwhile, Larry Fink, top executive at BlackRock, signals a shift in the investment landscape. He says a new standard portfolio is emerging: 50 per cent equities, 30 per cent bonds and 20 per cent alternative investments, such as real estate, infrastructure and private equity.

The question is: what does this shift mean for ordinary investors?

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

Panelists

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

  • Thijs Knaap, Chief economist of pension administrator APG
  • Simon van Veen, Founder and Portfolio Manager of the Sustainable Dividends Value Fund 

Listen to podcast

LISTEN TO PODCAST ON BNR WEBSITE…

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

Source: BNR

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