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Van Lanschot Kempen Investment Management
7 december 2015
Kempen: Biedt crisis ook kansen?
Volgens de UNHCR waren eind 2014 ongeveer 60 miljoen mensen ontheemd; het hoogste aantal sinds de…
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BNP Paribas Asset Management
7 december 2015
BNPP IP - ECB: did the doves overplay their hand?
After the 3 December policy meeting, the ECB announced several measures to support the eurozone…
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BNP Paribas Asset Management
1 december 2015
BNPP IP: Ahead of COP21: greenhouse gas emissions
As the world’s countries gather in Paris for the 21st Conference of the Parties (COP21) to discuss…
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Van Lanschot Kempen Investment Management
27 november 2015
Kempen: 5x beleggen in infrastructuur
Infrastructuur is gewild. Onder bepaalde voorwaarden kan deze beleggingscategorie een aantrekkelijke…
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BNP Paribas Asset Management
25 november 2015
BNPP IP: Biodiversity is on the decline – welcome to the Anthropocene
The human population continues to grow. At the same time the standard of living in many emerging…
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Van Lanschot Kempen Investment Management
23 november 2015
Kempen: Waar loont risico nog?
Hoe aantrekkelijk zijn de diverse beleggingscategorieën in een langetermijnperspectief? Investment…
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BNP Paribas Asset Management
16 november 2015
BNPP IP: Psychology and smart beta
‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in…
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Van Lanschot Kempen Investment Management
10 november 2015
Kempen: KOP gaat Europa in
Na 23 jaar succesvol beleggen in Nederlandse ondernemingen gaat Kempen Oranje Participaties Europa…
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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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Van Lanschot Kempen Investment Management
