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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

Loes Wingens

Loes Wingens

Wholesale Distribution +31 20 348 9271 Loes.Wingens@kempen.nl
Rutger-Jan Leewens

Rutger-Jan Leewens

Director Wholesale distribution +31 20 348 8719 rutger-jan.leewens@kempen.nl
Sjoerd Lont

Sjoerd Lont

Institutional Relations +31 20 348 8743 Sjoerd.Lont@kempen.nl
Sybren de Vries

Sybren de Vries

Director Institutional Relations + 31 20 348 9108 Sybren.deVries@kempen.nl

News & Knowledge

2019, 22 August

Salomons' Judgement

Why does investing work in the long term? The famous bet by the American economist Paul Samuelson explains it best.

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2019, 21 August

Asset Allocation update August

Concerns are mounting in financial markets. Is the global economy heading for a recession? If we look at global bond markets we see worrying signals. Interest rates fell off a cliff the past weeks, to an extent that the bond market appears to price in a recession in the near future. However, equity and credit markets are showing a different -more optimistic- picture.

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2019, 19 August

PRI awards Kempen with an ‘A+’ and ‘A’

Amsterdam, 19 August 2019- Every year the Kempen Responsible Investment Team annually reports to PRI (United Nations Principles for Responsible Investment) about the integration of ESG (Environmental, Social, and Governance) factors into the responsible investment process. This year, PRI awarded our responsible investment process with an average score of ‘A’ and “A+” on three modules.

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