News, Comment & Analysis results for Van Lanschot Kempen

Investment Strategies
1 April 2026

Value Investors Should Cheer Higher Japan Rates - Here's Why

The case for value investing and for holding banks will rise if or when Japan has to raise rates to...

Investment Strategies
16 March 2026

Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict

As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders,...

Investment Strategies
19 May 2025

DWS Prefers European Over US Equities

Asset managers such as Germany's DWS set out their outlooks and asset allocation against the...

Investment Strategies
20 September 2024

US Fed Cuts Interest Rates By 50 Basis Points – Wealth Managers React

Wealth managers have for some months pondered the asset allocation implications of a cut to US...

Investment Strategies
16 August 2024

Van Lanschot Kempen Maintains Equity Overweight, Despite Sell-Off

Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen shares...

Investment Strategies
18 June 2024

Van Lanschot Kempen Upgrades EU Equity Allocation, At Expense Of US IG Credit

Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen,...

Investment Strategies
22 March 2024

US Fed, BoE Hold Fire On Rates; Switzerland Cuts – Wealth Managers' Reactions

This has been a busy week for central banks, with the Bank of England and Fed holding rates, while...

Comment & Analysis results for Van Lanschot Kempen