News & Knowledge

2018, 05 June

Biotech CEO Summit Europe

Kempen is proud sponsor of the Biotech CEO Summit Europe.

Read more
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.

Read More
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.

Read more
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.

Read more
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.

Read more
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.

Read More
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.

Read more
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.

Read more
2018, 04 May

Monthly Commentary

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

Read more