News & Knowledge

2019, 05 April

Salomons' Judgement

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

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2019, 02 April

What if things go wrong?

Turbulence is the word doing the rounds in financial markets around the world. All the signs point to the next twelve months as being a challenging period with many different factors playing into investment decisions.

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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.

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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.

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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.

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2019, 20 March

March to a domestic bias

Many investment managers believe that you should avoid home bias when managing long term investments. Concentrating too much on your domestic market can leave you exposed to the changing fortunes of local economies. But here, Nikesh Patel, Head of Investment Strategy at UK Kempen Capital Management, argues that the unique nature of the UK’s capital markets means that pension funds are rightly showing more UK bias in their portfolios.

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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.

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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, 13 March

Monthly Commentary

London - 13 March 2019. Not much of note happened in the UK gilts market in February so rather than try and make a big deal out of random movements now is perhaps a good time to examine some of the bigger issues facing the UK economy. The Bank of England published its quarterly inflation report at the start of the month which contains a regular forecast of the UK’s economic prospects as well as the risks around that forecast. It can be found here1) and runs to 44 pages of dense economic text. Fortunately I’ve read it so you don’t have to.

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2020, 07 September

Van Lanschot Kempen appoints Jeroen Berns Head of Kempen Merchant Banking

Van Lanschot Kempen announces today that Jeroen Berns will be appointed as Head of Kempen Merchant Banking per 14 September. The activities of Merchant Banking include Corporate Finance, Equity Capital Markets and Securities.

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2020, 03 September

Kempen launches sustainable dividend fund

Today, Kempen Capital Management (Kempen) will launch the Kempen Sustainable Global High Dividend Fund. The introduction of this new fund represents an important addition to the current range of dividend products that Kempen has to offer in the market. This sustainable dividend solution is created in collaboration with our clients, who are looking for direct income in a more sustainable investment world.

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2020, 01 September

Van Lanschot Kempen appoints Erik van Houwelingen to Executive Board

Van Lanschot Kempen announced today that Erik van Houwelingen will join its Executive Board per 15 November. Erik will be responsible for Asset Management, one of Van Lanschot Kempen’s core activities, and he will also take on the chair of the Board of Kempen Capital Management, subject to regulatory approval. Erik van Houwelingen succeeds Leni Boeren, who stepped down earlier this year.

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2020, 27 August

Three years of Kempen (Lux) Euro High Yield Fund

This year, the Kempen (Lux) Euro High Yield Fund of Kempen Capital Management (Kempen) celebrates its third anniversary. This milestone coincides with the achievement of a total of € 250 million in assets under management. The high yield fund further expanded the range of corporate bond funds within Kempen, and contributed to the strengthening of Kempen’s credit expertise. The average annual return of the fund over this period of time stands at 3.0% as compared with 1.9% for the benchmark*.

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