Van Lanschot Kempen Investment Management

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.

When writing an outlook, it’s always tempting to say there’s a great deal of uncertainty. After all, the future is always uncertain.

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.

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.

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.

​​​​​​​Everyone knows how Covid-19 has transformed the way we live our lives over the past few months.

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.

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.

In this paper we outline this change, the role of Infrastructure, and how our investment process captures the opportunities ahead.

The stock markets provide a vast array of opportunities for investors, but the credit markets are even more complex to navigate.