Money Matters: Cornered, not Calm
The Fed, and increasingly the ECB, have fewer good options at every meeting
Mining’s Great Consolidation: Why Efficiency Will Decide the Winners
Mineral deposits are becoming harder to exploit, costs are rising and regulatory pressures are intensifying
Sustainability and Stewardship Report 2025
The Economics of Resilience
Fixed Income – Credit Quarterly Outlook
March 2026 – By Victor Verberk, CEO/CIO, and Bob Stoutjesdijk, Strategist
Water: The Case for Investors
The Environment is not just a carbon issue
Money Matters: Debt, Debasement and Divergence
By Bob Stoutjesdijk, Global Macro Strategist
A Credit Perspective on AI Infrastructure Accounting
By Leeja van Bezouwen and Victor Verberk from Osmosis NL
Fixed Income – Credit Quarterly Outlook
December 2025 – By Victor Verberk, CEO/CIO, and Bob Stoutjesdijk, Strategist
The EU’s Carbon Border Adjustment Mechanism (CBAM)
The Efficiency Imperative for Emerging Markets
Fixed Income – Credit Quarterly Outlook
October 2025 – By Victor Verberk, CEO/CIO, and Bob Stoutjesdijk, Strategist