Van Lanschot Kempen appoints Leni Boeren to Executive Board

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

News & Knowledge

2020, 09 April

Asset Allocation Outlook April

Last month we were rather non-committal as to whether the spread of the coronavirus would cause a recession, but it’s now clear that it will. In the face of the publication of unprecedentedly weak economic data, the financial markets have in fact calmed down somewhat. This is mainly because the coronavirus appears to be spreading slightly less rapidly in China, South Korea and Europe, but also a result of the enormous monetary and fiscal stimulus packages that have been announced. In our investment policy we have slightly increased our allocation to US credits, while we continue to hold an underweight in equities.

2020, 07 April

Credit quarterly newsletter

Kempen’s Credit team immerses itself in the credit markets on a daily basis. As these markets can change rapidly, it’s vital for the team to be on top of all the latest developments, understand what’s going on and adjust its portfolios accordingly if necessary. The team receives regular enquiries from our clients about its views on the credit markets and where the best opportunities currently lie, so we publish a quarterly credit newsletter providing the team’s views on a topic of interest. In this edition, we talk about automotive firms – in particular the challenges facing the sector, the opportunities that are arising as a result, and how we are looking to exploit them in our credit portfolios.

2020, 07 April

Avocados as a matching asset

This article talks about the role of innovative assets in portfolios, in particular as matching assets in Cashflow Driven Investing portfolios (as per the theme of the Professional Pensions Risk & Scheme Funding Forum). We are supportive of CDI as one approach, although it’s certainly not the only one (and not the one most of our clients use).