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Van Lanschot Kempen Investment Management
18 september 2015
Kempen: Joop Witteveen, KCM - ''Bij small-caps kom je halen, maar ook brengen''
Small-caps zijn al ruim 25 jaar een van de specialistische kennisgebieden van KCM. Eerst in…
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Van Lanschot Kempen Investment Management
14 september 2015
Kempen - Selectieproces small-cap beleggers: parels zoeken in een hooiberg
Door gebruik te maken van nieuwe technologie kunnen portfoliomanagers focussen op hun echte werk…
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BNP Paribas Asset Management
14 september 2015
BNPP IP: The rise and ???? of China
During August investors dusted off their research reports about China as well as text books on how a…
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Van Lanschot Kempen Investment Management
9 september 2015
Kempen: een pleidooi voor value
‘Value’ en ‘size’ zijn twee van de meest bekende risicofactoren. Kenneth French en Eugene Fama…
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BNP Paribas Asset Management
7 september 2015
BNPP IP: “Something in China”
The last week of August 2015 started with a bloodbath in global equities as the carryover from…
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Van Lanschot Kempen Investment Management
1 september 2015
Kempen: Pensioenfondsen moeten risicometing verfijnen
Pensioenfondsen hebben hun handen vol aan het beheersen van risico’s. Behalve een mogelijke daling…
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BNP Paribas Asset Management
1 september 2015
BNPP IP: What if central banks don’t matter?
Global financial markets continue to digest the People’s Bank of China’s (PBOC) announcement on 11…
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BNP Paribas Asset Management
24 augustus 2015
BNPP IP: Global emerging market small caps: benefits to going off the beaten path
Despite headlines on slowing growth in emerging markets, global emerging market small cap stocks…
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BNP Paribas Asset Management
18 augustus 2015
BNPP IP: Pension funds: understanding funding ratio risk better (part 2)
Understanding the factors that support or weaken a pension fund’s funding ratio is important since…
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BNP Paribas Asset Management
10 augustus 2015
BNPP IP: Pension funds: understanding funding ratio risk better (part 1)
Understanding the factors that support or weaken a pension fund’s funding ratio is important since…
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Van Lanschot Kempen Investment Management
7 augustus 2015
Kempen: Wie beheren het Kempen Global Small-cap Fund?
Ruim een jaar geleden werd het Kempen Global Small-cap Fund gelanceerd: een wereldwijd gespreide…
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BNP Paribas Asset Management
4 augustus 2015
BNPP IP: Global warming explained to the man on the Clapham omnibus
Studies and analysis of samples taken in the core of polar ice layers show that over the last 800…
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Van Lanschot Kempen Investment Management
