At the end of last year, expectations of central banks easing their policies led to a significant drop in long-term interest rates, which are determined by market forces. This decline was a boon for the listed real estate sector, sparking a recovery rally it desperately needed. However, the situation shifted at the beginning of 2024. Interest rates started climbing again becaus ...
Biochar: harnessing nature’s carbon capture to fight climate change
The critical role of carbon dioxide removal in mitigating climate change Let us start by stating the obvious: climate change needs urgent action. More specifically, even if we stopped emitting greenhouse gases today, global temperatures would not decrease for centuries. Furthermore, there are also so-called 'hard-to-abate' emissions, which are emissions that are either excessi ...
Belgian capex plans: no place for despondency, but not all capex is created equal
Pessimism prevails in Europe. The continent has been hit by high energy costs and slow or even negative economic growth. The population is not business-minded and politicians and the public are risk-averse. Regulation and bureaucracy are crippling entrepreneurship, certainly when compared to areas of bustling economic activity in the US, parts of the Middle-East and Asia. And y ...
Less reactors, more cheese
Although nuclear reactors tend to receive a lot of public resistance, they still have an important role in the current society. As of July 2023, 407 reactors were operated in 32 countries, producing 2.546 terawatt hours of electricity, which is about 10 percent of the global power consumption. In the past two decades, 99 startups were established from which 49 in China, which h ...
AholdDelhaize and the eternal feast of retail resilience
Food retail and the case for AholdDelhaize "People always need to eat," said Bill McCanless, a former CEO of the food retailer Delhaize America (now part of AholdDelhaize), in an interview around the turn of the century. His statement, though seemingly obvious, underscores a perpetual market for supermarket operators. The frequency of restaurant visits and other forms of eatin ...
The Winds of Change: Global Wind Capacity Milestones in 2023
Continuing our journey through the renewable energy landscape of 2023, this week we delve into the strides made in wind power, following our recent exploration of solar power advancements. With the latest preliminary data from the International Energy Agency (IEA), we gain further insights into the achievements of wind energy sector, highlighting key trends and accomplishments ...
Rainforests at risk: can economics provide the solution?
Rainforests, the lush green giants of our planet, not only harbor unparalleled biodiversity but also serve as vital natural carbon sinks. This article delves into the process by which rainforests act as colossal carbon absorbers, the critical role of three major rainforest regions, and the alarming consequences of deforestation on global carbon emissions. How do rainforests ...
Navigating the waves and winds of tech investments: from quarterly earnings to long-term horizons
Long-term trends in tech investments In the world of technology investments, it is essential to underline the long-term structural growth. Tech companies are often in a constant state of innovation and development, which means that their true potential sometimes only becomes clear over longer periods. This is similar to navigating a long sea voyage: temporary storms can slow p ...