News & Knowledge

2022, 16 September

Remko van der Erf will leave Van Lanschot Kempen

Remko van der Erf has decided to leave Van Lanschot Kempen per December 1st as he accepted a new challenge.

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2022, 12 September

How you can benefit from the global need for infrastructure

Consumer demand has rallied strongly in the past few months following the lockdowns of the last couple of years. Along with fresh bottlenecks in supply chains and the outbreak of the dramatic conflict in Ukraine, this has led to inflation rising rapidly around the world. Not only is inflation higher than expected, but it is also persisting for longer than originally predicted. Macro-economic trends are now following a familiar pattern: concerns about inflation are prompting central banks to raise interest rates, which in turn is fanning fears of a recession.

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2022, 09 September

Asset Allocation Outlook September

There were two sides to the month of August. Investors started the month optimistically, especially when the US economy turned out to be generating large numbers of new jobs still and inflation declined slightly. These events raised hopes of a soft landing and a shift by the Fed to a less tight monetary policy. However, sentiment underwent a reversal when Fed Chair Powell made it clear that no such change was imminent. This resulted in the equity markets falling again after all in August after the upturn in July. During the rally the US S&P500 had come closest to breaking through the downward trendline of the 200-day moving average but ultimately failed to do so.

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2022, 08 September

The Dividend Letter

As dividend investors, we keep a close watch on how companies spend their cash, since we expect a portion of it to be paid out to us as shareholders. With high inflation ending the years of cheap money and low interest rates, spending it wisely has become important again.

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2022, 26 August

Global Impact Pool Quarterly

We are pleased to report on the second quarter of 2022 for Kempen’s Global Impact Pool, in which we continued to deploy capital towards the Global Impact Pool’s mission, which is to make investments that positively contribute to solving global problems around the food, water and climate nexus and five Sustainable Development Goals.

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2022, 26 August

Van Lanschot Kempen strengthens Sustainable Equity team by appointing Herman Kleeven

Kempen Capital Management, the investment manager of Van Lanschot Kempen, will strengthen its Sustainable Equity team by appointing Herman Kleeven as Investment Lead as of 1 October. Through this appointment, Van Lanschot Kempen further commits itself to the investment strategy that centres on sustainability and long-term shareholder engagement.

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2022, 25 August

Van Lanschot Kempen: net profit €48.2 million

Van Lanschot Kempen today released its results for the first half of 2022.

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2022, 09 August

Asset Allocation Outlook August

Equities again closed the month with strong pluses in July. The MSCI World AC index climbed by 6.9%, while US and European equities (MSCI USA & MSCI Europe) were up by 9.2% and 6.0% respectively.

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2022, 21 July

Kempen Non-Directional Partnership is awarded Morningstar's highest rating of five stars

Morningstar has awarded a five-star rating to Kempen Non-Directional Partnership. This is the fund’s first rating. Only the best performing 10% of investment funds receive a five-star rating within their category. The rating therefore immediately indicates how the fund has performed relative to similar funds.

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2022, 20 July

Kempen Capital Management will merge two Euro Credit funds

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2022, 14 July

Kempen Global Listed Infrastructure: Quarterly update

Our quarterly updates will give an overview of the main themes dominating the quarter, our outlook for these themes, and then an overview of the performance of the strategy, and development in strategy size.

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2022, 14 July

Asset Allocation Outlook July

Cash is King was the motto for investors in June. All the general asset classes noted losses. This doesn’t mean that there were no discernible differences though. Commodities posted a negative total return of nearly 11%, while global equities were down by over 8%. Real estate and high yield bonds had to digest similar losses, although emerging market debt suffered marginally less damage.

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2022, 12 July

Kempen Real Estate Update: 2022 – Mind the ‘’data’’ gap

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