Please see our press release at the website of Van Lanschot Kempen
Click here to read the press release.
I spend most of my time thinking and talking about economics and investing with customers, students and other people who are interested in these matters. In the last few weeks, I have again experienced the joy of this. And I have seen how difficult it can be to explain something in a simple manner, and why that’s so important.
New quarter, new Quarterly! In this edition we would like to share our vision on Brunswick Corporation. Brunswick is one of our larger positions in our fund. This investment case is also a good example of our engaged shareholdership. In the second part of this Quarterly we look back at the Trends Investment Summit in Brussels, where we put small caps at the center in our booth and presentation.
Markets had another volatile month. While the VIX trended down in March we saw continued significant market swings. Both equites and interest rates went down over the month as markets suffered from a ‘growth scare’ and investors were increasingly worried about an escalating trade war between the US and China.
