Paul Gerla steps down from Van Lanschot Kempen Executive Board

Please see our press release at the website of Van Lanschot Kempen

News & Knowledge

2020, 12 August

Monthly Commentary

I have been thinking a lot about inflation recently, more specifically the outlook for inflation given current circumstances and the massive amount of stimulus that has been thrown at economies over the last 6 months. This stimulus has come in the form of a) lower interest rates, and b) asset purchases funded by electronic money printing by central banks (quantitative easing or QE).

2020, 11 August

Kempen Real Estate: Sustainable Funds Market Briefing

Egbert Nijmeijer, co-head of Global Listed Real estate, presenting on 30th July at Investment week's Sustainable Virtual Market Briefing. In this presentation, we address four key questions:

Why is ESG important for property?

How do we integrate ESG in the investment process?

What is the impact of climate risk on real estate valuations?

How can engagement drive alpha?

This is followed by a Q&A session with the audience.

2020, 07 August

Kempen's Commentary

It’s holiday time, and the coronavirus has forced many families to cancel or change their plans for this season. There is much debate among economists as to whether the corona crisis is inflationary or deflationary. It’s especially inflationary for holiday homes in the Netherlands. I heard that many houses are fully booked and prices are skyrocketing.