News & Knowledge

2020, 07 August

Kempen's Commentary

It’s holiday time, and the coronavirus has forced many families to cancel or change their plans for this season. There is much debate among economists as to whether the corona crisis is inflationary or deflationary. It’s especially inflationary for holiday homes in the Netherlands. I heard that many houses are fully booked and prices are skyrocketing.

2020, 29 July

Kempen Global Listed Infrastructure: Infrastructure is key in a sustainable world

Over the past decade there has been an increasing focus on Sustainability issues impacting society. We believe the coming decade will see a step change in Sustainability issues. In this paper we outline this change, the role of Infrastructure, and how our investment process captures the opportunities ahead.

2020, 21 July

Credit quarterly newsletter

Kempen’s Credit team immerses itself in the credit markets on a daily basis. As these markets can change rapidly, it’s vital for the team to be on top of all the latest developments, understand what’s going on and adjust its portfolios accordingly if necessary. The team receives regular enquiries from our clients about its views on the credit markets and where the best opportunities currently lie, so we publish a quarterly credit newsletter providing the team’s views on a topic of interest. In this edition we talk about data analytic tools that vastly improve our Credit team’s investment process.

2020, 16 July

White paper: Seven Observations From the EU Sustainable Finance Regulation

The long-term sustainability agenda of the EU represents many opportunities for both the financial sector and investors. With a greater portion of investments directed to sustainability, asset managers that offer truly sustainable finance solutions are well-positioned. Admittedly, the workload may be substantial impacting many elements within the investment value chain ranging from portfolio construction to client documentation and reporting, IT infrastructure and ESG data provider relationships.

2020, 10 July

Kempen's Commentary

Last week, Trump declared the coronavirus defeated. In turn, the Chinese labelled the stock market rally as a ‘healthy bull market’. And look, when I write this column, investors are swallowing it all. Share prices rise again quickly, the letter ‘V’ rules: Victory over the Virus, a V-shaped economic recovery and regularly flickering hopes for a Vaccine.

2020, 09 July

Asset Allocation Outlook July

In June, investors were confronted with the conflicting impact of an improved outlook and a sharp increase in the number of new coronavirus cases around the world. Optimism prevailed in the end; the MSCI Global Equity Index gained 2.5% and spreads on investment grade and high yield credits and emerging market debt tightened. Yields on long and short-term government bonds barely moved. The optimism was mainly felt in the first week of June.

2020, 03 July

Kempen Alternative strategies: Distressed Debt Intro and Opportunity set

As markets can change rapidly, it’s vital for investors to be on top of all the latest developments. Kempen receives regular enquiries from our clients about its views on the markets and where the best opportunities currently lie. In this update Michiel Meeuwissen, Co-Head Alternative Strategies, gives his opinion on Distressed debt and the recent market developments. Is Distressed debt an interesting investment opportunity?

2020, 02 July

How does ESG affect financial performance? Five takeaways from our white paper

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

2020, 01 July

Kempen's Commentary

Our generation goes through two important transitions, digital and sustainable. These long-term transitions are not merely an economic phenomenon. They affect the whole system and the entire structure of society. In order to be successful companies, regulators and society alike have to be aligned. This is now happening at an accelerated pace as a result of the pandemic.

2020, 01 July

Kempen Capital Management further invests in Client Solutions’ digital service offering

We are happy to report that Kempen Capital Management (Kempen) has added six specialist employees who will specifically focus on further enhancing the digital services offered by Client Solutions, with an emphasis on institutional, fiduciary clients. The knowledgeable team is based in Switzerland, and also contributes to the further development of our private banking services within Van Lanschot Switzerland.

2020, 30 June

Kempen Insights: Speeding up technological change

We’ve all been forced into new ways of working recently, but what will be the long-term impact of technology on client relationships in the investment sector? Here, Arif Saad, Senior Investment Strategist at Kempen, gives us some personal insights into how technology has had an impact on the way we do business, and how it might change in the future.

2020, 25 June

Kempen to discontinue its active government bond funds

Kempen Capital Management (Kempen) has decided to stop offering its active government bond funds. These include the Kempen (Lux) Income Fund and the Kempen (Lux) Euro Government Fund.

2020, 19 June

Monthly Commentary

One question I have been asked repeatedly over the past few weeks is, “Why are equities doing so well when the economy and data are so poor?” This is a really interesting theme and can be extended to asset classes beyond equities, including investment grade and high yield credit, which have seen significant rebounds in value over the last month.

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.

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.

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.

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*.