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, 26 October

Gerard Roelofs verlaat Kempen

Gerard Roelofs, managing director client solutions, has decided to leave Van Lanschot Kempen. Gerard joined the company at the beginning of 2017. After four very successful years, Gerard has taken stock and decided it is time for a new challenge.

2020, 15 October

Asset Allocation Outlook October

Last month we referred to the market wisdom that says there’s no point in investors coming back until September. This year it would certainly have been the wrong time to do so. Not only would investors have missed out on the gains of August, they’d have to digest a loss in September on top of that. At nearly 4%, the biggest loss was in the US. Europe and emerging markets noted a loss of about 2%, while Japan displayed a tiny plus of 0.5%.

2020, 13 October

Dividend Update: How uncertainty has led to an unprecedented opportunity for investors

Most investors have heard of America’s famed “FAANG” stocks – Facebook, Apple, Amazon, Netflix and Google. Replace Netflix with Microsoft and we have by far the five biggest stocks in the S&P 500. In fact, they make up over 20% of that index – well above the 18% that the then-five-biggest stocks accounted for at the peak of the dot-com bubble back in 2000.
But what’s less well known is that Europe has its own version of the FAANG stocks – what Goldman Sachs has labelled the GRANOLAS, and are the 11 biggest stocks in Europe. They’re made up of Glaxosmithkline, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L’Oréal, LVMH, AstraZeneca, SAP and Sanofi.