


Kempen: How to combine sustainability with performance?
Recently we talked about how sustainability is the sixth wave of innovation, and that it represents a compelling opportunity for investors.
Kempen: an active approach is vital to maximise sustainability
In this blog, we set out why we believe taking an active approach is so important when investing sustainably, using the example of two stocks that we hold in our portfolio.
Kempen: Companies need to adapt to survive in a sustainable world
In this blog we take a closer look at how regulators and wider society are demanding change and how companies need to respond, using the examples of two stocks.
Kempen Outlook 2021: Whither the wind blows
Kempen Capital Management has long used fundamental analysis to select securities. Big data has played an increasingly important role in how we decide which investments to make over the past few years.
Kempen Outlook 2021: Infrastructure outlook
Infrastructure equities performed extremely well in 2019, with our infrastructure fund up more than 30% over the year – not bad for an asset class providing stable, predictable cash flows.
Kempen: Febelfin sustainability label for Kempen funds
As of today, five Kempen funds are entitled to carry the Febelfin sustainability label. In the first round of last year, Kempen received the label for 4 funds, to which a fifth fund was added in this round.
Kempen Outlook 2021: The economy is rapidly becoming sustainable and digital
What do our equity portfolio managers expect in 2021 and beyond? We spoke to the fund managers of our small-cap, dividend and sustainable equity strategies and our Global Impact Pool to find our.
Kempen Outlook 2021: Macro and Markets
When writing an outlook, it’s always tempting to say there’s a great deal of uncertainty. After all, the future is always uncertain.
Kempen Real Estate Update: What determines if your shopping centre will survive?
The barter economy features very early on in the annals of human history – the exchange of goods and services has shaped human society throughout the ages and that trend is no different today.
Kempen: Time for investors to show up in the race to net-zero emissions
It is almost five years since the Paris Agreement was signed and we are seeing countries, cities and companies across the globe reaffirm their commitment by pledging to reach ‘net zero’ emissions by 2050.