News & Knowledge

2018, 03 October

Kempen Outlook 2019

At this time of the year, we traditionally take a joint look at the future and present our Macro Outlook for 2019. Last year, we concluded that in spite of the long bull market the current phase of the economic cycle would continue for some time yet. We certainly wouldn’t dare say the same this year, and this explains our additional focus on a number of alternative scenarios.

Read more
2018, 17 July

Kempen Insight

The central theme of the summer edition of Kempen Insight is ESG (environmental, social, and governance topics). Responsible investment is increasingly a top-of-mind subject for companies and investors, but what does that mean in practice? Hint: it may involve a great deal more than a list of exclusions… Enjoy your summer!

Read more
2018, 04 April

Kempen Insight - March 2018

In this edition, we consider the inflation dilemma, and focus on what we can learn from investing in Japan. We cover recent developments in real estate, the language of sustainable investing, and take a closer look at UK family offices and the latest in pension fund ESG policies.

Read more
2017, 02 November

Kempen Insight - Turning views into value

In our Outlook we look forward to 2018 and beyond. We dare to predict that a number of interest rate hikes will be implemented in the US. What are the repercussions for asset allocation? We also examine a couple of interesting asset classes: real assets (trees, land, roads, buildings), private equity and high yield.

Read More
2017, 18 September

Quarterly Kempen (Lux) Global Small-cap Fund

This third Quarterly of 2017 provides further insight in the investment process of the Kempen (Lux) Global Small-cap Fund: investment case First Solar, interview with Niels van de Westelaken, Van Lanschot advisor.

Read More
2017, 13 July

Kempen Insight July 2017

Turning ideas into reality is the theme of this summer edition with innovative investment strategies, for instance the impact investing pool. Other ideas have had time to grow and thrive, like the Kempen (Lux) Global Small-cap Fund and the Kempen Global Real Estate Fund. Both funds reached a three year track record this summer.

Lees meer
2017, 08 May

Quarterly Kempen (Lux) Global Small-cap Fund

This second Quarterly of 2017 is dedicated to provide further insight in our investment process. As you have come to expect, we present an investment case: Spirit Airlines and tell you about our business trip to Orlando. We hope you enjoy this new issue and welcome your feedback.

Read More
2017, 01 March

Kempen Insight Maart 2017

This edition is all about making choices. In Europe there are a lot of political choices to be made, but also investors have to navigate their way between the various options and scenarios.

Lees meer
2017, 06 February

Quarterly Kempen (Lux) Global Small-cap Fund

The Kempen (Lux) Global Small-cap Fund invests globally in smaller listed companies. About 12 percent of the portfolio comprises Japanese companies. In November 2016, Portfolio Manager Chris Kaashoek travelled to the Far East to visit several companies.

Read More