News & Knowledge

2018, 15 June

Salomons' Judgement

The rise of populism is proof that economics is more than just numbers on a spreadsheet. Ultimately, it comes down to the division of scarce resources, and the fight for a slice of them. It’s high time more attention was devoted to ensuring growth of the cake we all need to share.

2018, 15 June

Asset Allocation update June

The Chinese have a saying ‘may you live in interesting times’. How true.

2018, 13 June

Fiduciary Management for Pension Schemes webinar

What do trustees of pension schemes need to know about fiduciary management? Find out during our webinar.

2018, 08 June

Monthly Commentary

London - 8 June 2018. Welcome to this month's commentary, where we look back over the month of May.

2018, 05 June

Biotech CEO Summit Europe

Kempen is proud sponsor of the Biotech CEO Summit Europe.

2018, 05 June

Kempen expands Business Development team

London, 5 June 2018. Kempen Capital Management (Kempen) has appointed John MacDonald to the newly created role of Business Development Director. Working within the Business Development team at Kempen’s London office, John will be responsible for client retention and growth.

2018, 01 June

Salomons' Judgement

Mario Draghi may keep the interest rates low, but when clowns and fools are building castles in the sky, the situation is getting out of hand. And euro stress is back again.

2018, 30 May

White paper Infrastructure

Infrastructure comprises all the facilities that are crucial to the proper functioning of the economy and society. This includes toll roads, airports and ports, but also drinking water systems, power stations and wind farms. This makes infrastructure a highly diverse asset class. Compared to listed equity investments, for example, it is also a relatively defensive asset class. This is due to the stability of infrastructure assets and the essential nature of the related services.

2018, 18 May

Salomons' Judgement

When risk-free interest rates have disappeared and investments are made based on misperceptions, it’s time to look for a place where pressures erupt. The plates are shifting. Something is brewing.

2018, 11 May

Asset Allocation update May

On balance, global equity markets hardly moved in April. Yet differences were visible in some regions. While the S&P500 moved sideways, European and Japanese equities in fact underwent a recovery. In contrast, emerging market equities closed the month at a loss.

2018, 09 May

The Dividend Letter

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss risk.

2018, 04 May

Salomons' Judgement

Put a select group of international investors together in a hotel for a few days to discuss the financial markets and one thing becomes clear: making money is a challenge.

2018, 04 May

Monthly Commentary

London - 4 May 2018. Welcome to this month's commentary, where we look back over the month of April.

2018, 05 June

Kempen expands Business Development team

2018, 02 May

Kempen Capital Management launches Private Markets Fund

Amsterdam, 2 May 2018 – Kempen Capital Management announces the introduction of its new Private Markets Fund. This investment fund combines four different asset classes in the private sector: unlisted companies in private equity, infrastructure, land, and real estate.

2018, 01 May

Kempen names new Senior Investment Manager

London, 1 May 2018. Kempen Capital Management (Kempen) has appointed Athole Skinner to the role of Senior Investment Manager. Athole will join the European Small-cap team based in Edinburgh.

2018, 26 April

Kempen and responsible investment in 2017

How did Kempen perform as a responsible investor in 2017? What are the most important market developments when it comes to sustainability and ESG factors? Read this and more in our extensive report on responsible investment over the past year.