OBAM Talks: Wel of niet beleggen in China?

04/20/22 • 37 min

Chinese machthebbers kunnen bedrijven maken of breken. Het inperken van de macht van de techbedrijven Alibaba en Tencent is daar een goed voorbeeld van. Wankele vastgoedbedrijven kunnen zomaar ontmanteld worden en sommige bedrijven wordt verboden winst te maken of aandelen aan buitenlandse beleggers te verkopen. En dan is er nog het duurzaamheidsvraagstuk. ESG-data over veel Chinese bedrijven is op zijn zachtst gezegd zwak, onbetrouwbaar of non-existent. Het zijn redenen voor Chief Investment Officer Sander Zondag van OBAM Investment Management om niet (meer) in China te beleggen. China-kenner Ties Dams, verbonden aan instituut Clingendael, ziet voldoende redenen om wel in China te beleggen... Wie heeft de beste argumenten? Luister naar een nieuwe aflevering van OBAM Talks.

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Previous Episode

Luxembourg continues to reinvent itself in financial services

In this second podcast from Alfi's 2022 European Asset Management conference we hope to enlighten you with valuable insights on what’s happening in Luxembourg’s asset management ecosystem. You will hear about Luxembourg’s new securitisation law, about collateralised loan obligations, about plans for the European Long-Term Investment Fund, known as ELTIF, as a new type of collective investment framework.

And you will learn about virtual assets and tokenisation of real assets. We even will talk about how investment funds can get into crypto currencies. At the end you will have a better idea about how Luxembourg's fund management business is shaping up for the next decade.

Speaking are:

Gareth Parker, Chief Indexing Officer at Morningstar
Serge Weyland, CEO at Edmond de Rothschild Asset Management Luxembourg
Paolo Brignardelli, Chief Commercial Officer at FundsDLT, collaborating in LHOFT
Michèle Eisenhuth, Partner at Arendt & Medernach
Camille Thommes, Director General at Alfi, the Association for the Luxembourg Fund Industry.

This is the second Investment Officer podcast from Alfi’s 2022 European Asset Management conference in Luxembourg. With interviews by Raymond Frenken, journalist and the editorial manager at Investment Officer Luxembourg.

Related podcast on InvestmentOfficer.lu:

Russia sanctions, funds' exposure addressed at Alfi's European Asset Management Conference (part 1)

Next Episode

Invesco: How to use ETFs for ESG and fixed income

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