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BNP Paribas Asset Management
29 juni 2015
BNPP IP: Let’s give them something to talk about…
As much as our investment strategy group would like to stop talking about the situation in Greece…
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Van Lanschot Kempen Investment Management
26 juni 2015
Kempen: Pensioenfondsen en hedgefondsen: mismatch of meerwaarde?
Enkele grote pensioenfondsen zoals CalPERS, PMT en PFZW zijn gestopt met het beleggen in…
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BNP Paribas Asset Management
23 juni 2015
BNPP IP: And what if volatility came back to town?
In the first half of 2015, investors faced a favourable environment, with crude oil prices far below…
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Van Lanschot Kempen Investment Management
19 juni 2015
Kempen: Beleggen in logistiek vastgoed loont dankzij online shoppen
Beleggen in bedrijfsvastgoed wordt vaak als stabiel en betrouwbaar gezien. Daarentegen is leegstand…
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BNP Paribas Asset Management
17 juni 2015
BNPP IP: How active is your fund manager? Should you really care about his Active Share?
The idea that outperformance comes more easily to a fund manager managing portfolios with a larger…
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Van Lanschot Kempen Investment Management
12 juni 2015
Kempen: Vrijwillig pensioen: weet u genoeg?
Werkgever, werknemer, adviseur of bestuurder: ze moeten allemaal iets weten over vrijwillig pensioen…
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BNP Paribas Asset Management
8 juni 2015
BNPP IP: Return of inflation exacerbates the rout in eurozone bond markets
The rally that took yields on 10-year German sovereign bonds down to 0.04% on 17 April has since…
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Van Lanschot Kempen Investment Management
4 juni 2015
Kempen Orange Fund blijft kiezen voor Nederland – met uitstekend resultaat
Het Kempen Orange Fund is het eerste beleggingsfonds dat al bijna vijfentwintig jaar gespreid belegt…
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BNP Paribas Asset Management
2 juni 2015
BNPP IP: Stock Connect train: next stop Shenzhen
Before 17 November 2014, foreign investors only had exposure to Chinese equities via Chinese…
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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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Van Lanschot Kempen Investment Management
