VAN LANSCHOT KEMPEN

Founded in 1737, Van Lanschot Kempen is the oldest independent financial institution in the Netherlands. But we’re more focused on where we’re headed.

We’re not all things to all people. Instead, we do a few things really well. Like fiduciary management and high-conviction, active investment strategies that focus on where we can add the most value.

VAN LANSCHOT KEMPEN articles / content

Quiet shifts, lasting impact: Opportunities in Japanese small-caps

VAN LANSCHOT KEMPEN

Quiet shifts, lasting impact: Opportunities in Japanese small-caps

Markets often reward what is loud and quick. But forces that shape long-term returns usually build quietly in the background....

Out of favour & full of potential: Why cyclical small-caps deserve a second look

VAN LANSCHOT KEMPEN

Out of favour & full of potential: Why cyclical small-caps deserve a second look

A handful of ‘mega-caps’ have driven returns on the back of a strong belief in the AI opportunity. Within the...

Mega-trend 3 Deglobalisation: Fueling emerging infrastructure

VAN LANSCHOT KEMPEN

Mega-trend 3 Deglobalisation: Fueling emerging infrastructure

Deglobalisation is reshaping infrastructure in the world’s fastest-growing regions. In this mega-trend report, we reveal how the scale and agility...

Mega-trend 2 Decarbonisation: Energy transition to energy security

VAN LANSCHOT KEMPEN

Mega-trend 2 Decarbonisation: Energy transition to energy security

Beneath the surface of the energy transition lies something more urgent, less politically vulnerable, and worth trillions: energy security. In...

Value investing is back but not where you think

VAN LANSCHOT KEMPEN

Value investing is back but not where you think

In a market still dominated by AI narratives and growth momentum, value investing is quietly making a comeback. But the...

Mega-trend 1 Digitalisation: Connectivity and cloud data services

VAN LANSCHOT KEMPEN

Mega-trend 1 Digitalisation: Connectivity and cloud data services

Digitalisation offers significant investment opportunities in infrastructure, particularly in data centres and telecommunication towers. In our first mega-trend report we...

Infrastructure opportunities from three simultaneous mega-trends

VAN LANSCHOT KEMPEN

Infrastructure opportunities from three simultaneous mega-trends

In this video Ludovico highlights three themes that are accelerating through the infrastructure space at the moment: Digitalisation, Decarbonisation and...

Passive by default: is euro credit sleepwalking through a shifting landscape?

VAN LANSCHOT KEMPEN

Passive by default: is euro credit sleepwalking through a shifting landscape?

Euro credit is often treated as the quiet corner of portfolios – stable, low maintenance, and easy to overlook. But...

Biodiversity impacts – how to measure progress

VAN LANSCHOT KEMPEN

Biodiversity impacts – how to measure progress

It’s no wonder questions about how to produce healthy food are growing. Feeding the world is no small feat. Find...

Circular agriculture: an investment in our future

VAN LANSCHOT KEMPEN

Circular agriculture: an investment in our future

Agriculture sits at the heart of today’s biggest challenges and greatest opportunities. It contributes to climate change and biodiversity loss,...

The wind of change for equity investors

VAN LANSCHOT KEMPEN

The wind of change for equity investors

In this edition of ‘Market Musings’, we would like to highlight our approach towards ESG. We expect that this approach...

How investors engage with Natural Capital – a study

VAN LANSCHOT KEMPEN

How investors engage with Natural Capital – a study

In this report we explore how natural capital is being framed within portfolios, the role of farmland as a tangible...