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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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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
