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Van Lanschot Kempen Investment Management
29 mei 2015
Kempen: Paul Gerla en William de Vries over Fundamental Indexing
Beleggingsmarkten functioneren efficiënt, althans zo wil de theorie. De werkelijkheid is anders…
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BNP Paribas Asset Management
26 mei 2015
BNPP IP: Taking stock after the bond sell-off in the second half of April
In the first two weeks of May 2015 yields of US Treasuries and German Bunds have showed some…
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BNP Paribas Asset Management
20 mei 2015
BNPP IP: Are Asian equities in a “sweet spot”?
We believe a favourable combination of external and domestic factors, coupled with relative…
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BNP Paribas Asset Management
4 mei 2015
BNPP IP: Equity holdings on the rise among official institutions
Assets managed by official institutions have risen significantly in recent years making them a…
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BNP Paribas Asset Management
30 april 2015
BNPP IP: Plain sailing?
We are more than a quarter of the way into the year which has promised much in the way of excitement…
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BNP Paribas Asset Management
22 april 2015
BNPP IP: The foreign exchange reserve manager’s dilemma
Following weaker-than-expected US data in the first quarter and broadly lower sovereign yields…
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BNP Paribas Asset Management
13 april 2015
BNPP IP - Clean energy investment: three myths to be aware of
When it comes to renewable energy, many investors are being put off by three myths that could lead…
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BNP Paribas Asset Management
7 april 2015
BNPP IP: Cross-asset implications of secular US dollar strength
Since the end of the Bretton Woods exchange rate regime in 1973, the US dollar has undergone…
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BNP Paribas Asset Management
2 april 2015
BNPP IP: The price is right
Will the recent decline in inflation impact the path of US monetary policy rates in the near term…
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BNP Paribas Asset Management
23 maart 2015
BNPP IP: Local emerging market debt attractive again
In assessing how attractive local currency emerging market sovereign debt is currently, we look at…
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BNP Paribas Asset Management
16 maart 2015
BNPP IP - Assets in money-market funds on the decline: really?
Relative rather than absolute returns, prudential regulation of banks and investors requirements –…
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BNP Paribas Asset Management
6 augustus 2012
Aandelen in ongewisse na kwartaalcijfers
ECB voorzitter Mario Draghi bracht de markten vorige week in beroering met zijn belofte dat hij al…
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Van Lanschot Kempen Investment Management
