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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.

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 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, 18 September

Asset Allocation update September

Several themes are leaving their mark on the financial markets.

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2018, 14 September

Peter Bretveld joins Kempen Real Estate team

Kempen Capital Management (Kempen) is pleased to announce that Peter Bretveld (39) has been appointed as senior real estate portfolio manager.

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2018, 13 September

Kempen completes direct private equity investment in British healthcare services company

With its Kempen Private Markets Fund, Kempen has closed a direct investment in AJM Healthcare. The investment is a private equity co-investment together with its UK private equity investment partner WestBridge Fund Managers.

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