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A Green Beach for a Greener Planet?

In the fight against climate change, every action matters. That's why extensive research is being conducted to explore "mitigation strategies" that aim to reduce the harmful impact of carbon emissions on global warming. As we firmly believe that there is no one-size-fits-all solution, we advocate for keeping all technological options open on the path to achieving net-zero emiss ...

The Belgian Discount

Belgian Blues: Unraveling the Discount in the Belgian Stock Market Gone are the days of the mythical Belgian Dentist, taking the train to Luxemburg, cutting some coupons and enjoying the good life. First, central banks drove rates into negative territory. Desperate for yield, the Dentist could find yield consolation with a few high dividend yield stocks. Alas, the Latter Day D ...

The Delicate Dance of Interest Rates: Real Estate Wrecking Ball and Banking Squeeze

Real Estate's Dual Challenges: Interest Rate Surge and the Remote Work Revolution Interest rates might not be historically high, however the rise over the last 18 months has been brutal. As a consequence, the process of deleveraging is unfolding with a lag but is impacting sectors, companies and the financial system like a wrecking ball. The real estate sector is, of course, a ...

Worried about sea level rise at the Belgian coast? Coastal Vision has it covered

There are two primary categories of climate action: mitigation and adaptation. Mitigation aims to reduce the severity of climate change by lowering greenhouse gas emissions and limiting global warming. Solutions[*] for mitigation include swapping fossil fuels for renewables, capturing carbon dioxide emissions at a factory’s chimney or working towards a circular economy. While m ...

Greenflation: Inflation Goes Green, But Can We Handle the Price Hikes?

When Inflation Gets a Sustainable Twist Over the last few decades, accelerating technological growth and the widespread increase in living standards have caused a rapidly growing demand for energy resources. The potential threat of climate change is not new, although societal consciousness regarding the changing climate is. The Paris Agreement, signed in 2015, has united count ...

The Breton Pulley: Buyer Beware

A "Breton Pulley" may sound like an instrument of torture used during the French Revolution.  However, Breton pulley systems were used in the past to effortlessly lift heavy loads. These systems relied on a complex network of ropes and pulleys to achieve their purpose. The system was designed by the Breton people, who were known for their ingenuity and resourcefulness. The rope ...

Four Figures to Summarize the 2022 Renewable Year

The International Energy Agency (IEA) and the Renewable Energy Agency (IRENA) have been busy collecting data on the installment of power capacity in 2022. With most of the results out now, we give four figures based on their data that wrap up the busy year of renewable energy in 2022. Most of the graphs work with Gigawatts (GW) as a reference 1. Renewable Share in Capacity Exp ...

SAFE AS HOUSES?

From the ancient Hebrew proverb that posits, “He is not a complete man who does not own a piece of land”, to today’s Tiktok videos of “finfluencers”, property ownership has been portrayed as an indispensable long-term investment. Real estate, so the conventional wisdom goes, is a foolproof method for generating income, outpacing inflation, and even becoming wealthy. In this ana ...

Attention, CFOs: Your Capital Structure Is Just as Important as Your EBITDA!

How rock-solid balance sheets can guide you in your investments Drawing from my previous experience as the Treasury and Corporate Finance Director of a Telecom firm, I have cultivated a natural inclination to not only analyze a company's profitability but also to delve deeper into its capital structure. Now, as a fund manager, I still prioritize certain of these key criteria w ...

How exporting solar power can become a game changer for Africa

As we address the pressing challenge of climate change, the transition to clean energy has become a global priority. Renewable energy sources hold one of the key solutions to achieving a sustainable future, providing a vital solution. Currently, renewables account for only 5.2% of the world's energy supply. However, to avoid the harmful effects of rising temperatures, the Inter ...