News & Knowledge

2021, 06 July

Van Lanschot Kempen appoints Lars Dijkstra as Chief Sustainability Officer

Van Lanschot Kempen today announced the appointment of Lars Dijkstra as Chief Sustainability Officer. In this newly created capacity, Lars Dijkstra will head up the Sustainability Centre and report directly to the Chairman of the Management Board. The Sustainability Centre brings together and coordinates all sustainability activities at Van Lanschot Kempen.

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2021, 30 June

Carbon risk being underappreciated by markets: modelling indicates a USD75 increase in carbon prices could cause 20% average fall in global equity prices.

New analysis by Kempen Capital Management (Kempen), the EUR86bn asset and fiduciary manager, indicates the extent to which higher carbon prices could lead to a decline in global equity markets. Kempen has modelled the impact of shock increase in carbon prices globally, implemented through either a carbon tax or emissions trading scheme (ETS), as part of research into how responses to climate change can be integrated into investment analysis to protect and enhance the portfolios of long-term investors.

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2021, 29 June

Kempen Private Markets Fund invests in UK-based Channel 3 Consulting

The Kempen Private Markets Fund has acquired a direct interest in UK healthcare consultancy Channel 3 Consulting (Channel 3). Channel 3 designs, implements and optimises digital transformation programs for the health and care sector.

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2021, 11 June

Asset Allocation Outlook June

Equity markets continued to trend upward in May, although in most cases the gains were modest at 1% to 2%. High forecasts for economic growth and earnings growth have already largely been priced in. Volatility of US and European markets dropped towards its lowest level since the outbreak of the coronavirus pandemic.

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2021, 09 June

Clara-Pensions appoints Kempen Capital Management as fiduciary manager

Today, Clara-Pensions, the member-first consolidator for defined benefit pension schemes, announced the appointment of Kempen Capital Management (Kempen) as its fiduciary manager. Selected by both the Trustee of the Clara Pension Trust and Clara Pensions, Kempen will implement a joint investment strategy on behalf of both the Clara pension scheme and Clara’s funded covenant to deliver a low-risk and secure journey to buy-out.

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2021, 07 June

Annual report Global Impact Pool

We are proud to present the third Kempen Global Impact Pool’s (GIP) Impact Report.

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2021, 04 June

Reineke Davidsz and Roderick van Zuylen to join Kempen Dividend team

Kempen Capital Management (Kempen) is pleased to announce that as of July 1st, Roderick van Zuylen and Reineke Davidsz will further strengthen the Kempen Dividend team. Dimitri Willems has decided to leave Kempen to take up a new challenge.

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2021, 01 June

Kempen wins Swiss Sustainable Fund Award 2021 in the category “corporate bonds”

The Kempen (Lux) Euro Sustainable Credit Fund was elected best corporate bonds fund at the Swiss Sustainable Fund Award 2021 (SSFA) at a virtual ceremony on May 27th, 2021.

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2021, 17 May

Kempen Global Listed Infrastructure: Inflation Hedge

Economies are progressively reopening thanks to rising vaccinations. Monetary and fiscal policy remains accommodative. Hence, investors’ worries about inflation are reignited: bond yields have traded higher recently and breakeven inflation has increased to 2.5%.

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2021, 12 May

Asset Allocation Outlook May

April was a fairly calm month for financial markets. Equities climbed higher against a background of strong economic data and exceedingly robust earnings growth, with the S&P500 noting a new record high. Following the rapid increases of the preceding months, yields on US 10-year government bonds fell slightly, while those of their UK counterparts were in fact up slightly. Within commodities the oil price rose further, but what stood out most were the sharply higher prices of copper and the recovery in the gold price. Investors continue to focus on the risk of higher inflation, as well as capacity problems in the logistics chain and the manufacturing of microchips. We believe that, for the time being, strong economic growth and robust earnings growth are more than compensating for such concerns and therefore continue to be positive about equities.

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2021, 11 May

Van Lanschot Kempen appoints Maarten Edixhoven as Chairman of the Management Board

Today we issue a press release announcing that the Supervisory Board of Van Lanschot Kempen intends to appoint Maarten Edixhoven (50) as Chairman of the Management Board of Van Lanschot Kempen. The regulators have approved the appointment and the Van Lanschot Kempen Works Council has issued positive advice on the appointment.

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2021, 06 May

Kempen European Private Equity Fund invests in Norwegian campervan dealer Tellus

The Kempen European Private Equity Fund, the private equity investment fund of Kempen Capital Management (Kempen), has acquired a direct interest in a new entity by the name of Tellus Group (Tellus) that was formed as a result of the merger of five regional campervan dealers in Norway. With its strategic spread, Tellus is market leader in Norway.

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2021, 30 April

Van Lanschot Kempen: trading update first quarter 2021

Van Lanschot Kempen today released its trading update for the first quarter of 2021.

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