


Kempen: Real Estate- A compelling investment opportunity
We look at a company that’s benefitting from the trend towards flexible working and in our view could represent a compelling investment opportunity: Workspace.
Kempen: What’s the new normal for offices in a post-coronavirus world?
Everyone knows how Covid-19 has transformed the way we live our lives over the past few months.
Kempen: Three years of (Lux) Euro High Yield Fund strong track record
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.
Kempen's Commentary: Corona (im)possibilities
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.
Kempen: Infrastructure is key in a sustainable world
In this paper we outline this change, the role of Infrastructure, and how our investment process captures the opportunities ahead.
Kempen: How data analysis is improving our Credit investment process
The stock markets provide a vast array of opportunities for investors, but the credit markets are even more complex to navigate.
Kempen's Commentary: The recovery of the economy
Kempen’s biweekly commentary gives you insights into economic developments and financial markets including policy, science and business.
Kempen- How to position structured credit in a broader portfolio context?
Gestructureerd krediet biedt een aantal grote voordelen in het huidige klimaat, maar hoe moeten beleggers het precies in hun portefeuilles plaatsen?
Kempen: Structured Credit- is the consumer COVID-proof?
The coronavirus crisis has caused a huge spike in debt as governments across the world have taken on huge fiscal deficits and companies have issued vast amounts of new bonds to raise funds to keep afloat.
Whitepaper: How ESG relates to financial performance
ESG investing is becoming the new normal. Signatories to the UN-supported Principles of Responsible Investment, for example, have risen six-fold to more than USD 86 trillion between 2008 and 2019.