News & Knowledge

2019, 03 October

Short term Outlook 2020

The answer to this central question that is preoccupying investors all round the world will have an impact on central bank policies, earnings trends and an investment climate that is fundamentally different from today. The negative yield curve in the US is one of the most common indicators for recession, meaning that yields on ten year government bonds are now lower than those on three month bonds, but this is not the only signal we are looking out for.

2019, 01 October

Macro Outlook 2020: Central scenario

Free trade is being squeezed, geopolitical relations are strained and inflation refuses to climb, forcing central banks to implement further measures. This is the basic state of play as of the middle of 2019. Each summer, Kempen re-examines its long-term forecasts. We analyse all the relevant data again, search for positive surprises and identify potential risks. Our conclusion this summer was that the differences compared to a year ago are not so much to be found in the numbers as in the nuances.

2019, 25 July

Investing with a purpose

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management N.V. (hereafter Kempen), 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.

2019, 21 May

Investing with a purpose

2019, 15 May

Responsible Investment Report 2018

Today we published our Annual Responsible Investment Report which gives you an overview of our responsible investment activities in 2018 to drive positive change in environmental, social and governance (ESG) criteria. In this report we demonstrate how engagement brings about change. This active approach helps companies and funds understand that sustainability is no longer about doing less harm. It’s about doing more good.

2019, 10 April

Kempen Insight - April 2019

Our Spring edition focuses on ‘Doing well by doing good’. How do you measure impact investing? How do we transfer world stage trends to the level of our own investments, portfolio or pension fund? You can read more on the latest edition of our magazine.

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.

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!

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.

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.

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.

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.

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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.

2019, 10 September

International award for Living wage platform – PRI Active ownership project of the year

Platform Living Wage Financials (PLWF), has won the international PRI (Principles for Responsible Investments) award for best initiative in the field of active ownership.

2019, 02 September

Appointment of Jaap Kuin and Pieter Runneboom to Kempen Securities

It is with pride that Kempen announces that Jaap Kuin and Pieter Runneboom will be joining the real estate research team of Kempen Securities.

2019, 27 August

Van Lanschot Kempen: net profit of over €83 million and capital return proposal

Van Lanschot Kempen today released its 2019 half-year results.

2019, 23 July

Kempen European Private Equity Fund acquires an interest in high-precision sheet metal processing company Wilvo Group.

Amsterdam, 23 July 2019. The Kempen European Private Equity Fund has acquired a significant direct interest in Wilvo Group B.V. (‘Wilvo Group’). Wilvo Group is a family business in the province of Brabant in the Netherlands that has evolved into a specialist in the processing of thin sheet metal and precision parts assembly.