To news & knowledge overview

Asset Allocation Outlook March

11 March 2020

It took a while for the corona virus to really infect the financial markets. But when it spread also outside of China, things went fast. The stock markets dropping 15% in one week was virtually unknown. When oil prices also tanked following a dispute between Saudi Arabia and Russia, markets panicked.

Please see Kempen’s Asset Allocation Outlook for March. The highlights this month are: 

  • Great uncertainty about the economic impact of the corona virus
  • Deep correction on equity markets
  • Position in corporate bonds reduced, equities purchased

Read more

2020, 11 March

Asset Allocation Outlook

Download

Disclaimer
Kempen Capital Management N.V. (KCM) is licensed as a manager of various investment funds and to provide investment services and is subject to supervision by the Netherlands Authority for the Financial Markets. This information may not be construed as an offer and provides insufficient basis for an investment decision.

The Asset Allocation Desk

Joost van Leenders

Joost van Leenders

Senior Investment Strategist
Luc Aben

Luc Aben

Chief economist
Michel Iglesias del Sol

Michel Iglesias del Sol

Head Of Investment Strategy
Duco Smit

Duco Smit

senior investment strategist
Jorn Veeneman

Jorn Veeneman

investment strategist

Subscribe to our letter

Leave your email address and be the first to receive the latest editions

Please fill in a first name
Please fill in a last name
Please fill in your company name
This does not seem to be a valid email address
The information above is correct
Why do we store your information?

Kempen will use your name, telephone number and/or e-mail to respond to your request or subscription.

More information can be found in our Privacy Statement Merchant Banking and Privacy Statement for Asset Management.

* Upon sending this you approve that we save your information

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Submitting your form

We have received your form

And we will get back to you soon.

Something went wrong

Please check your form for errors or try again later.

News & Knowledge

2022, 05 July

Credit quarterly newsletter

Kempen’s Credit team immerses itself in the credit markets on a daily basis. As these markets can change rapidly, it’s vital for the team to be on top of all the latest developments, understand what’s going on and adjust its portfolios accordingly if necessary. The team receives regular enquiries from our clients about its views on the credit markets and where the best opportunities currently lie, so we publish a quarterly credit newsletter providing the team’s views on a topic of interest. In this edition, we talk about three scenarios for credit investors to consider.

Read more
2022, 04 July

Walking the talk during AGM season

AGM season is where pen meets paper and is a chance for Van Lanschot Kempen to cast votes in alignment with our commitments. This season we’ve been active on climate transition at energy firms, human rights at Alphabet (Google) and governance in sectors from e-bikes to animal feed. Lead Expert Sustainability Advisory, Eszter Vitorino, discusses the justification behind Van Lanschot Kempen’s actions this AGM season, and the changes that were sought out.

Read more
2022, 04 July

Van Lanschot Kempen is aiming to further expand its Investment Management activities in Germany

Kempen Capital Management, the investment management arm of Van Lanschot Kempen, today appointed Michael Schlieper as Director Business Development Germany & Austria for its institutional Investment Management activities. Michael Schlieper will focus specifically on servicing banks, wealth managers and institutional investors in Germany and Austria.

Read More
Read more
Disclaimer Kempen Privacy statement Kempen Disclaimer Kempen & Co Privacy statement Kempen & Co Statement under the UK Modern Slavery Act Cookie statement & settings
Kempen & Co is a trade name of Van Lanschot Kempen NV. Kempen Capital Management NV is part of Van Lanschot Kempen NV.