De Vries has seen markets deliver solid returns but argues that not everything is based on solid foundations in the real economy. Stock markets achieved record highs in 2025, driven by an explosion of investment in artificial intelligence (AI) and defence spending. It…
Investment Outlook 2026 interview William de Vries
Triodos Investment Management is confident about 2026 but warns against overly high expectations for companies investing billions in artificial intelligence. “In this sector in particular, share prices have become detached from the real economy. This is now causing nervousness among investors, who fear that the bubble could burst,” says William de Vries, Director of Impact Equities & Bonds. “A sustainable investment strategy focused on the long term offers more stability.”
