Kempen Insight - Turning views into value

INTERVIEW: John Kay on stewardship

British professor John Kay feels that a cultural change is needed in the financial sector: ‘We need to understand that it is through promoting long-term prosperity for all that good returns are earned for savers.’

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MACRO OUTLOOK 2018

We at Kempen expect the European Central Bank to move away gradually from its expansionary policies. Not only are the limits imposed on the purchasing programmes coming ever closer, fears of deflation have also dissipated.

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INVESTMENT THEME: Real Assets

What are real assets, other than an umbrella term for concrete, tangible investments like agricultural land, ports, container ships, warehouses and windmills? Could this provide the answer to major social and economic challenges?

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News & Knowledge

2020, 01 April

Comment on Dividend Cuts

Dividend is the backbone of our investment strategy. Providing a consistent return to shareholders urges companies to carefully manage their cashflows and balance sheet, and scrutinize their investment decisions. As the economy has come to an abrupt stop due to the COVID-19 crisis, regulators, companies and even investors are questioning whether it is prudent to return cash to shareholders when the outlook is filled with uncertainty. We agree, some companies will need all their available resources to weather the crisis. Many others however, are according to our opinion in good shape financially to see this through. Some companies are simply not impacted much directly.

Time to talk about greenwash

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management, Environmental Social Governance (ESG) factors are fully integrated throughout our investment process, and for us responsible investment means being good stewards of the companies that we invest in. We encourage positive change through engagement with the management of our investee companies and through actively using our shareholder voting rights.

Kempen Capital Management big winner at the Morningstar Awards 2020

Best fund house overall, Best fund house fixed income, Kempen Orange Fund as best equity fund in the Netherlands.

Kempen Insight - Outlook 2018