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BNP Paribas Asset Management
10 november 2015
BNPP IP: 6.53% is the new figure for China
The fifth plenum of the 18th Communist Party Congress concluded on 29 October 2015. One headline…
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BNP Paribas Asset Management
2 november 2015
BNPP IP: Bye-bye “Smart Beta”. Hello “Factor Investing”
In our view, diversified multi-factor approaches exposed to value, low risk, momentum and quality…
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BNP Paribas Asset Management
26 oktober 2015
BNPP IP: The return of domestic investors: Providing secular support to the Indian equity market
In the five years from FY 2010 (the financial year ending in March 2010) to FY 2014, foreign…
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Van Lanschot Kempen Investment Management
26 oktober 2015
Kempen: het ambitieniveau dat bij het Verenigd Koninkrijk past
Interview met Paul Gerla, ceo Kempen Capital Management en Remco van Eeuwijk, managing director…
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BNP Paribas Asset Management
20 oktober 2015
BNPP IP: The Fed - bamboozled by the ambiguity
Following the disappointing report on US non farm payrolls on 2 October, financial markets came in…
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Van Lanschot Kempen Investment Management
19 oktober 2015
Kempen: Met Fuijitec in de lift - investment case GSC-Fund
Hoe bouw je als fondsmanager een investment case op? Het Global Small-cap team werkt met een eigen…
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BNP Paribas Asset Management
12 oktober 2015
BNPP IP: An index solution for a ‘low carbon’ portfolio
How can we reduce the carbon footprint of portfolios? Over the last year, this issue has been…
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Van Lanschot Kempen Investment Management
7 oktober 2015
Kempen: In 5 stappen naar verantwoord beleggen
Wat betekent verantwoord beleggen voor u? Weet u wat er in de praktijk komt kijken bij het…
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BNP Paribas Asset Management
6 oktober 2015
BNPP IP: Reserve Bank of India ‘front-loads’ a rate cut to accelerate economic recovery
On 29 September the Reserve Bank of India (RBI) cut its key policy repo rate by 50bp to 6.75%. While…
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Van Lanschot Kempen Investment Management
2 oktober 2015
Kempen: Small-caps in beeld
In een halve minuut weten waarom Kempen Capital Management gelooft in small-caps?
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BNP Paribas Asset Management
30 september 2015
BNPP IP: An introduction to social investment
Social investment is about investing in companies that have a positive social impact on people. It’s…
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BNP Paribas Asset Management
23 september 2015
BNPP IP: Fed on hold – lift-off for the US rate-tightening cycle is delayed (again)
The meeting on 16-17 September 2015 of the Fed’s monetary policy committee, the FOMC, had been…
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