Thijs Knaap, chief economist at APG, told in the Investor Panel of BNR Nieuwsradio yesterday that the board game Monopoly is usually a poor representation of the economy. According to Knaap, however, it is reasonably right for the meal delivery market. “Eventually one party will become dominant. This is less of a problem for investors than for the companies themselves: if you know that one party will become dominant, you can invest in all parties and sit back and see who it will be.”
Furthermore, moderated by Thomas van Zijl, it was about the record dividend payments expected for 2022. That, amongst other subjects, was discussed in the BNR Investor Panel. Listen to the entire broadcast here (in Dutch).