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, 27 January

Kempen Global Impact Pool passes €100 million mark

The Kempen Global Impact Pool has broken the €100 million barrier in assets under management. Launched in January 2018, the pool invests exclusively in funds that make a positive contribution to society and climate and in doing so aims to earn a financial return in line with the market.

Kempen's Commentary

Last week, the US and China signed their ‘phase one’ trade deal. Even though the really difficult subjects will only be discussed in phase 2 (or perhaps even phase 3?), this is still a sign of relaxation between the two super powers. Moreover, the US no longer labels China as a ‘currency manipulator’. China has had that status since August last year. It must be said that the Chinese currency has risen sharply since then. The US deems it manipulation when a country pushes its currency downwards and not when this is done in an upward direction. A cheap currency strengthens the export position of a country, that’s why it’s considered as unfair competition.

Kempen sharpens its focus on alternative investments with the appointment of Anne Mei Poppe

Kempen Capital Management (Kempen) has strengthened its alternative solutions team with the appointment of Anne Mei Poppe as alternative investment specialist. Her appointment demonstrates Kempen’s commitment to boosting growth in alternative investments.

Kempen Insight - Outlook 2018