News & Knowledge

2019, 18 April

Salomons' Judgement

When the baby boomers were between 20 and 30 years old, a large majority immediately belonged to the middle class. For the current millennials this is not a given. Not only did the inequality between generations increase over time, frustration did too: houses are too expensive, jobs too insecure and finances too fragile.

2019, 15 April

The easy days in real estate are gone

Back in the eighties/nineties it was easy to make money in real estate. Maybe that is the reason I chose a career in the real estate sector long time ago. However, a property investor today needs to be pretty adaptive to be dealing with an ever-changing environment.

2019, 15 April

Asset Allocation update April

Risk assets continued to rally in March. By the end of the month, global equities had gained 13% since the start of the year, with developed equities slightly outperforming emerging equities. Risk spreads on investment-grade and high-yield credit narrowed.

2019, 12 April

Statement: investor’s expectations of oil and gas companies

On Monday, 8 April 2019, shareholder group Follow This announced the withdrawal of its climate resolution calling on Royal Dutch Shell to change its climate policy. We, NN Investment Partners, PME and PMT (Fiduciary manager MN), ACTIAM, Aegon, Kempen Capital Management and Achmea Investment Management, are supportive of this decision and the progress Shell has made in 2018 in the pathway towards achieving the Paris agreement goals.

2019, 09 April

Kempen wins five Lipper Fund Awards

Amsterdam, 9 April 2019 - At the Lipper Fund Awards from Refinitiv 2019 Netherlands, Kempen Capital Management (Kempen) has won five awards.

2019, 06 April

Van Lanschot Kempen mourns Floris Oliemans

Amsterdam, 6 April 2019 - It is with a heavy heart and great sadness that we share that our colleague Floris Oliemans passed away. Floris was ill for several month. His death comes as a big shock to us all.

2019, 05 April

Salomons' Judgement

What should a group of talented and passionate students about to become investors know apart from the theory?

2019, 26 March

Asset Allocation update March

Economists and analysts are downgrading their economic outlook and earnings numbers. At the same time markets are approaching new highs. The rally was triggered by the central bank policy U-turn in the US. Then relief over trade and expectations that Brexit will be delayed gave an extra boost.

2019, 22 March

Salomons' Judgement

The cemetery is full of investors who have vainly anticipated an interest rate rise in Japan in the last two decades. I’m afraid that room must be made available for new investors expecting interest rates to rise in Europe.

2019, 14 March

ESG: Separating truth from fiction in the hunt for sustainable dividends

For the Kempen Dividend team, Environmental, Social and Governance (ESG) criteria are an integral part of the investment process. Here Jorik van den Bos, head of the dividend team and Joris Franssen, senior portfolio manager explain their approach to ESG criteria.

2019, 08 March

Global Impact Pool Quarterly

We are pleased to report on the fourth quarter in the life of Kempen’s Global Impact Pool in which we continued to deploy capital towards the Global Impact Pool’s mission, which is to make investments that positively contribute to solving global problems around the food, water and climate nexus and five Sustainable Development Goals.

2019, 08 March

Salomons' Judgement

A trend becomes visible. Suddenly there are large companies wanting to protect their credit status. The bond holder has priority over the shareholder.

2019, 22 February

BioCapital Europe

Kempen is proud sponsor of the BioCapital Europe conference.

2019, 12 April

PNO Media selects Kempen as their fiduciary manager for the DC pension scheme

Kempen Capital Management N.V. (Kempen) has advised PNO Media, the pension fund for the creative industry, on issues such as risk attitude, strategic investment policy, and the overall design of a DC (defined contribution) pension scheme.

2019, 21 March

Kempen (Lux) Euro Credit Fund receives Morningstar Gold rating

Amsterdam, 21 March 2019. The Kempen (Lux) Euro Credit Fund has earned a Gold rating from Morningstar in the category of ‘European corporate bonds’. This is the highest attainable rating for an investment fund that is awarded by Morningstar analysts following an extensive, qualitative analysis.

2019, 13 March

Kempen European Private Equity Fund acquires a significant interest in APEM Ltd.

Amsterdam, 13 March 2019. The Kempen European Private Equity Fund has backed the management buyout of APEM Limited (‘APEM’), Europe’s leading independent environmental consultancy specialising in the aquatic environment and remote sensing.

2019, 28 February

Kempen European Private Equity Fund acquires an interest in DIT Holding

Amsterdam, 28 February 2019. The Kempen European Private Equity Fund has acquired an interest in DIT Holding B.V. (‘DIT Holding’). DIT Holding is market leader in the Benelux countries in the field of staffing and recruitment services.