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Pim Poppe’s column in the Financial Investigator is about the sudden rise of inflation, monetary policies, the covid-19 cycle and budget stimulus.
Tag Archive for: Pim Poppe
Pim Poppe’s column in the Financial Investigator is about stock market valuation, interest rates and ALM. Including the Shiller P/E ratio and Excess Cape Yield (ECY).
Pim Poppe’s column in the Financial Investigator is about modelling: to model or not to model. Including regulations, environmental changes and judgment.
Pim Poppe’s column in the Financial Investigator is about the complexity of the investment portfolio of pension funds, including diversification, asset categories and the coverage ratio.
Het pensioenakkoord is voor vrijwel elk pensioenfonds een dwingende opdracht een materiële verandering te bewerkstelligen. Veel zal nog moeten worden ingevuld door de wetgever, toch kan een aantal contouren van een implementatieplan nu al worden geschetst en kan voorspeld worden wat naar verwachting op de bestuurstafel zal komen. Dat doen we in dit paper.
Pim Poppe’s column in the Financial Investigator is about the new pension scheme: what changes and what remains the same?
Our Managing Partner, Pim Poppe will moderate the Financial Investigator live broadcast on Asset Management & Balance Sheet Management for Insurance Companies on September 9.
Pim Poppe’s column in the Financial Investigator is about the NGEU fund for recovery from the COVID-19 recession, monetary policies and questions for investors.
Pim Poppe’s column in the Financial Investigator is about short- and long-term scenarios, ESG portfolio performance, the Own Risk Assessment, and history repeating itself.
Pim Poppe about investment principles, including diversification, active management, costs, ESG and mean reversion.