To news & knowledge overview

Kempen Insight - Outlook 2018

In our Outlook we look forward to 2018 and beyond. We dare to predict that a number of interest rate hikes will be implemented in the US. What are the repercussions for asset allocation? We also examine a couple of interesting asset classes: real assets (trees, land, roads, buildings), private equity and high yield.

Read the magazine here 

Kempen Outlook

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.’

Read the interview 

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.

Read the macro outlook

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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Contact

Loes Wingens

Loes Wingens

Head of Business Development Products and Strategies +31 20 348 9271 Loes.Wingens@kempen.nl
Sybren de Vries

Sybren de Vries

Head of Account Management + 31 20 348 9108 Sybren.deVries@kempen.nl
Pieter Visser

Pieter Visser

Account Management Benelux +31 20 348 8845 pieter.visser@kempen.nl
Mark van Wijngaarden

Mark van Wijngaarden

Business Development Products and strategies Netherlands +31 20 348 8866 mark.vanwijngaarden@kempen.nl
Ernstjan van den Sigtenhorst

Ernstjan van den Sigtenhorst

Account Management Netherlands +31 20 348 8873 ernst.vandensigtenhorst@kempen.nl
Caren van Houten

Caren van Houten

Business Development Fiduciair Management +31 61 345 5958 caren.vanhouten@kempen.nl
Jena Nguyen

Jena Nguyen

Account Management Netherlands +31 020 348 8706 Jena.Nguyen@kempen.nl
Andre Keijsers

Andre Keijsers

Head of Business Development Fiduciary management
Robert Leenes

Robert Leenes

Business Development Fiduciair Management +31 61 369 3016 robert.leenes@kempen.nl
Johan Cras

Johan Cras

Head of Wholesale and Institutional clients

News & Knowledge

2022, 19 May

The Dividend Letter

Companies often do not fit in the box we put them in. Grouping companies based on geography or industry classifications is common and useful. It helps to keep an overview of a portfolio and allows for comparing similar companies. While it is valuable, it is also a simplification.

Read more
2022, 11 May

Van Lanschot Kempen: Enhancing capital strategy and first-quarter 2022 trading update

Today, Van Lanschot Kempen released its results over the first quarter of 2022.

Read More
2022, 11 May

Asset Allocation Outlook May

April was a bleak month for investors. The only place to hide from the negative sentiment was commodities, for which the Bloomberg index noted a positive return of 4.1% .

Read more
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