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De Aandeelhouder podcast: Saxo Bank, Sustainable Dividends, Novo Nordisk and more

Publication: 19 February 2026 |
19 February: De Aandeelhouder podcast: Saxo Bank, Sustainable Dividends, Novo Nordisk and more

Lots of share news this week – quarterly and annual figures, Besi, Arcadis, Euronext. Also: the surprise of the week and more.

With Ziggo’s return to the stock market – after previous listings under various names – telecommunications is once again the focus of investor attention. This sector is explicitly outside the AI hype and is therefore demonstrating its own dynamics on the capital market. At the same time, the debate surrounding Box 3 continues to rage: its practical implementation, the concrete implications for asset owners and the possible influence on the upcoming municipal elections make this a political as well as a financial issue.

The following investment specialists participated in the weekly podcast, 19 February edition, of De Aandeelhouder with presenter Nico Inberg:

Listen to podcast

LISTEN TO THE PODCAST ON DEAANDEELHOUDER.NL

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Bron: DeAandeelhouder.nl

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Former CEO iwell

Companies that see circular commodities and the clean energy transition as real opportunities have the best chances for successful growth. The Sustainable Dividends Value Fund focuses especially on this type of companies. This offers me greater certainty of returns and the chance to invest equity capital in accelerating the transition into a more sustainable society.

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CTO of WorldACD Market Data

The Sustainable Dividends Value Fund invests in companies that take sustainability seriously. The fund is run by experienced people whom I have known for a long time and in whom I have great confidence. Those two factors ensure that I have been a participant in the fund for many years with peace of mind.

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Founder Brinkman Financial Consultants

The Sustainable Dividends team strives for socially sustainable impact. The world is changing rapidly. From my beach house, I saw Boskalis doing sand replenishment, TKH pulling cables to offshore wind turbines and Fugro mapping the North Sea and coastlines. Ørsted builds offshore wind farms, Vopak takes care of hydrogen storage and LNG, and SKF supplies ball bearings for wind turbines. Investing is that simple, and the Sustainable Dividends Value Fund invests in some of these companies.

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