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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.

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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.’

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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.

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 persons

Ben Kramer

Ben Kramer

Institutional Relations +31 20 348 8840 Ben.Kramer@kempen.nl
Loes Wingens

Loes Wingens

Wholesale Distribution +31 20 348 9271 Loes.Wingens@kempen.nl
Jeroen Potma

Jeroen Potma

Family Offices +31 20 348 8764 Jeroen.Potma@kempen.nl

News & Knowledge

2018, 08 November

Van Lanschot Kempen struck deeply by death of Paul Gerla

’s-Hertogenbosch/Amsterdam, 8 November 2018. With deep sadness Van Lanschot Kempen received the news of the death of Paul Gerla today.

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2018, 07 November

Monthly Commentary

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

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2018, 02 November

Salomons' Judgement

The Norwegian pension system faces the same big changes as the Dutch system did more than ten years ago. My message for Norwegian pensionfunds: cover interest rate risks as quickly and as much as possible and take risk where you are being rewarded to do so.

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