News & Knowledge

2018, 05 April

Salomons' Judgement

Technology is no longer an unregulated free space. The social pressure on technology companies to take responsibility for the information that is distributed through their networks is increasing. Add to that a bigger tax burden and more regulation, and you have a lower profit growth. Investors anticipate this.

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2018, 04 April

Kempen Insight - March 2018

In this edition, we consider the inflation dilemma, and focus on what we can learn from investing in Japan. We cover recent developments in real estate, the language of sustainable investing, and take a closer look at UK family offices and the latest in pension fund ESG policies.

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2018, 23 March

Salomons' Judgement

Salomon’s Judgement is a bi-weekly column of Roelof Salomons, Chief Strategist at Kempen Capital Management. He writes about financial and economic developments with insights from policy, science and business.

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2018, 19 March

Asset Allocation update March

Even though equity markets have recovered from their early February lows, volatility has remained elevated. Leading indicators of economic growth have rolled over somewhat, but have stayed strong enough to lift inflation expectations and hence bond yields and credit spreads.

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2018, 15 March

Mark Vreeswijk joins Kempen Institutional Relations team

Kempen Capital Management (Kempen) is pleased to announce that Mark Vreeswijk has been appointed as relationship manager.

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2018, 09 March

Salomons' Judgement

Salomon’s Judgement is a bi-weekly column of Roelof Salomons, Chief Strategist at Kempen. He writes about financial and economic developments with insights from policy, science and business.

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2018, 08 March

White paper Long-term investing in public equity markets

Jaap van Dam and Lars Dijkstra authored a white paper for the 300 Club on the 'how to' of long-term investing.

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2018, 07 March

Monthly Commentary

London - 7 March 2018. Welcome to this month's commentary, where we look back over the month of February.

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2018, 23 February

Salomons' Judgement

Salomons' Judgement is a bi-weekly column of Roelof Salomons, Chief Strategist at Kempen Capital Management. He writes about financial and economic developments with insights from policy, science and business.

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