Please see our press release at the website of Van Lanschot Kempen
Click here to read the press release.
Global debt is growing faster than the economy. This is less alarming than it may seem, but do keep a close eye on the zombies.
After already having struggled for most of the last quarter markets took a nosedive late December and the outlook is clouded at best. Nonetheless we do see some opportunities and are cautiously adding some risk.
Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss whether Australian shopping centres will survive the retail thunderstorm.
