News & Knowledge

2018, 08 October

Monthly Commentary

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

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2018, 05 October

Salomons' Judgement

While almost every investor is concerned about the timing of the recession in the United States, the ‘pre-recession year’ 2019 may well become an inflation year. With higher short-term interest rates as a result.

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2018, 03 October

Kempen Outlook 2019

At this time of the year, we traditionally take a joint look at the future and present our Macro Outlook for 2019. Last year, we concluded that in spite of the long bull market the current phase of the economic cycle would continue for some time yet. We certainly wouldn’t dare say the same this year, and this explains our additional focus on a number of alternative scenarios.

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2018, 03 October

Kempen stops fundamental indexing

Amsterdam, 3 October 2018 – Kempen Capital Management N.V. (Kempen) has decided to discontinue the Fundamental Index®-strategy.

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2018, 27 September

IT'S TOUGH! Insights on investor sentiment

I’ve just come back from an extensive round of visiting institutional investors and discussing our best ideas…. A few themes popped up

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2018, 26 September

Quarterly Global Small-cap Strategy

In this Quarterly we tell you more about the potential value creation in Japanese companies we invest in. For our investment case the spotlight is on Luxfer, a strong player in specific niches.

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2018, 21 September

Salomons' Judgement

Capitalism is under attack and many no longer believe that wage setting is honest. In this past week, I discussed income distribution with three academics from different political backgrounds. We discussed inequality and didn’t reach agreement. There was agreement on the facts, but disagreement on the causes. Let alone the solution.

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2018, 18 September

Asset Allocation update September

Several themes are leaving their mark on the financial markets.

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2018, 14 September

Peter Bretveld joins Kempen Real Estate team

Kempen Capital Management (Kempen) is pleased to announce that Peter Bretveld (39) has been appointed as senior real estate portfolio manager.

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