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From a bit of market stress…

14 December 2018 - Salomons' Judgement is a bi-weekly column of Roelof Salomons, Chief Strategist at Kempen Capital Management. He writes about financial and economic developments with insights from policy, science and business.

 Salomons Judgement

This is the time of the year to keep it brief. So, if you would like to know my thoughts on recent market developments, please tune in on January 2nd, between 7am and 9am GMT on CNBC’s Squawk Box. I promise to address some hot topics live. 

The author

Roelof Salomons

Roelof Salomons

Chief Strategist

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News & Knowledge

2020, 24 January

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.

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2020, 22 January

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.

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2020, 21 January

Kempen Real Estate Update: Barbarians at the gates

A recurring and important question regarding all shapes and forms of prudent investing across all asset classes and instruments is “how do I get my money back?”. Whereas larger institutional investors may have the luxury of investing with nearly perpetual time horizons, for retail investors and institutional investors with stringent spending requirements (foundations, endowments, insurance etc..), this question is of the utmost importance as often they do not have this luxury option. With the recent suspension of trading at several UK open-ended retail property funds (also known as gating), and redemptions in one US ODCE fund, we explore this topic further and look into how investors can avoid being caught in gated property funds.

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