News & Knowledge

2020, 02 April

Kempen Real Estate Update

Equity markets around the word have swung enormously in the past weeks. Investors have been struggling to understand the economic damage the fast spreading COVID-19 might cause, as the number of cases continues to rise and governments step up measures to contain them. In this update Egbert Nijmeijer tells about the impact on Kempen’s real estate strategy.

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2020, 01 April

Comment on Dividend Cuts

Dividend is the backbone of our investment strategy. Providing a consistent return to shareholders urges companies to carefully manage their cashflows and balance sheet, and scrutinize their investment decisions. As the economy has come to an abrupt stop due to the COVID-19 crisis, regulators, companies and even investors are questioning whether it is prudent to return cash to shareholders when the outlook is filled with uncertainty. We agree, some companies will need all their available resources to weather the crisis. Many others however, are according to our opinion in good shape financially to see this through. Some companies are simply not impacted much directly.

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2020, 26 March

Time to talk about greenwash

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management, Environmental Social Governance (ESG) factors are fully integrated throughout our investment process, and for us responsible investment means being good stewards of the companies that we invest in. We encourage positive change through engagement with the management of our investee companies and through actively using our shareholder voting rights.

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2020, 26 March

Kempen Capital Management big winner at the Morningstar Awards 2020

Best fund house overall, Best fund house fixed income, Kempen Orange Fund as best equity fund in the Netherlands.

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2020, 20 March

Kempen's Commentary

As of this week, Kempen employees are alternately working from home; one week one part of the team, and the other week the other part. We’re learning to use all possible means of communication other than physical meetings: e-mail, chat, telephone and video conferencing. Before this week, our teams were split up and divided over different locations to keep functioning as much as possible in case the virus would hit our company. The little pumps with disinfectant soap at all entrance doors have long proved to be insufficient.

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2020, 19 March

Kempen Real Estate Update: REIT portfolios in the COVID-19 world

Equity markets around the word have swung wildly in the past weeks. Investors have been struggling to understand the economic damage the fast spreading COVID-19 might cause, as the number of cases continues to rise and governments step up measures to contain them. Policymakers have responded by cutting interest rates to prop up economic growth. Worries about long term economic growth have pushed the yield on 10-year US Treasury notes and German Bund to new lows.

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2020, 18 March

Corona update

Please allow us to inform you about the measures we have taken in response to the government’s announcement on Sunday afternoon, 15 March 2020. We follow the most recent advice of the government and medical authorities including RIVM, the National Institute of Public Health and Environmental Protection in the Netherlands, to the letter in order to contribute to curbing and stopping the spread of the coronavirus. Our prime focus in this respect is the health and safety of our employees, our clients and suppliers.

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2020, 13 March

Kempen Private Markets Fund acquires an interest in LKE

The Kempen Private Markets Fund has acquired a significant direct interest in LKE Holding (‘LKE’). LKE is a German market leader in developing and manufacturing customised rolling logistics system solutions, with a focus on intra-logistics, parcel delivery and the aviation sector.

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2020, 12 March

Van Lanschot Kempen announces that Leni Boeren is to step down

After close consultation, Van Lanschot Kempen and Leni Boeren have agreed that Leni will be stepping down as Chair of Kempen Capital Management (KCM) and as a member of the Van Lanschot Kempen Executive Board with immediate effect for personal reasons. Until 1 July 2020, Leni will focus on a number of specific strategic projects within Asset Management as well as on the smooth transfer of her duties. She will be with the organisation until the end of this year.

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2020, 11 March

Monthly Commentary

Financaial market moves can be a lot like earthquakes. Pressures build up slowly over many years before being released very suddenly, causing large amounts of damage. They are inherently unpredictable, frequently strike without warning and experts in the respective fields are frequently kept awake at night worrying about ‘the big one.’

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2020, 11 March

Asset Allocation Outlook March

It took a while for the corona virus to really infect the financial markets. But when it spread also outside of China, things went fast. The stock markets dropping 15% in one week was virtually unknown. When oil prices also tanked following a dispute between Saudi Arabia and Russia, markets panicked.

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2020, 06 March

Kempen's Commentary

When I write this column, markets are struggling with the effects of the coronavirus. Investors are wondering when our global economic activities will fully resume again. If this happens in Q2, then the prices may be able to move back in the right direction. The same thing happened with the SARS outbreak in 2003. But for this to happen, the spread of the virus must first lose its momentum.

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2020, 03 March

Kempen boosts fiduciary team with Arif Saad

Kempen Capital Management (Kempen) has strengthened its UK fiduciary management team with the hire of Arif Saad as senior investment strategist.

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