Van Lanschot Kempen Investment Management

Generally speaking more control results in fewer surprises on the road, in sport, in life generally and so too in investing - For this reason control is one of the core drivers of our approach to investing in our sustainable euro credit strategy.

Next to the energy transition, there are two other transitions on which Van Lanschot Kempen wants to focus. These are the food transition and the materials transition. But how should you invest in these transitions?

Due human activity biodiversity has been declining faster in the past few decades than what would be considered natural. This development threatens human survival and also impacts Van Lanschot Kempen as wealth manager as well as our clients.

The impact a company can have on the environment is evident, but how can climate change impact a company? In the following video, Jags Walia, Senior Portfolio Manager of the Infrastructure fund, will talk about the impact of climate change on companies and why it is important to factor in for infrastructure investors.

Investors rarely take the price of CO2 into account when making investment decisions. However, a sharp rise in pricing could have a major impact on equity markets.

Our planet is threatened by the way we produce and consume. This calls for a global transition to a more sustainable economy. For Van Lanschot Kempen a major priority is to help our clients navigate through these transitions.  

Europe is facing a challenging year due to expected economic contraction, the US is likely to show only modest growth and China will no longer achieve its own ambitions for growth. Six forecasts about the world economy.

The huge paradigm shift towards the sustainable economy has transformed the way we define and value potential investments. Find out how we look at quality, sustainability and how our proprietary investment process helps us identify long-term winners.

Oranje Participaties N.V. celebrates its thirtieth anniversary this month. This makes it one of the oldest global investment funds with a focus on European small-cap companies.

The shift towards the sustainable economy has transformed the way we value potential investments. We believe this enhanced focus on the true ‘quality’ of the company is what makes the difference to valuations, and therefore returns, in the long-term