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Van Lanschot Kempen Investment Management
20 september 2017
Kempen: wat maakt een fonds interessant volgens de adviseur?
Direct bij de oprichting van het Kempen (Lux) Global Small-cap Fund in juli 2014 zag adviseur Niels…
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Van Lanschot Kempen Investment Management
3 september 2017
Kempen: Van tekentafel naar track record
Een wereldwijd small-capfonds was voor Kempen een logische vervolgstap, na het Kempen Orange Fund en…
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BNP Paribas Asset Management
24 augustus 2017
BNPP AM: US economic outlook: fortunately, there is more than Trumponomics
In the wake of the US presidential elections, the prospect of tax cuts, deregulation of the…
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BNP Paribas Asset Management
22 augustus 2017
BNPP AM: Emerging markets: it all depends on China
The Chinese economy was stabilised with another dose of monetary and fiscal easing in 2016, but the…
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BNP Paribas Asset Management
17 augustus 2017
BNPP AM: Japan: a two-sided economy
In one regard, Japan is somewhat comparable to the US: conditions in the labour market are tight…
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Van Lanschot Kempen Investment Management
16 augustus 2017
Kempen: ‘Terug naar de gebaande paden’
De kwantitatieve verruiming door de centrale banken wordt langzaam teruggebracht. En dat kan…
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BNP Paribas Asset Management
15 augustus 2017
BNPP AM: Eurozone economy: looks good, can hard economic data match the surveys?
Looking at leading indicators and the eurozone economic outlook, the scene is set for strong growth…
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State Street Investment Management
13 augustus 2017
SSGA: Euro High Yield Index Inclusion Criteria — The Devil is in the Detail
This document presents a brief comparison of two key euro high yield benchmarks: the Bloomberg…
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BNP Paribas Asset Management
11 augustus 2017
BNPP AM: Our asset class preferences at mid-year 2017
Which assets stand to benefit?
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BNP Paribas Asset Management
9 augustus 2017
BNPP AM: Structural reflections on the mid-year market outlook
Lessons to be learnt from the performance of Japan’s financial markets
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Van Lanschot Kempen Investment Management
9 augustus 2017
Kempen: hoe ga je van een idee naar de praktijk?
Even bijlezen in de zomerperiode. Wij selecteerden een aantal lezenswaardige boeken over het thema…
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BNP Paribas Asset Management
7 augustus 2017
BNPP AM: Low volatility, high valuations
Most drivers of volatility are fundamentally positive, so that fact that 2017 has so far been a year…
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Van Lanschot Kempen Investment Management