Industry Voice

Industry Voice: A TURBULENT 2020 SHOWS THE IMPORTANCE OF STAKEHOLDER CAPITALISM Kempen Outlook 2021
Industry Voice: A TURBULENT 2020 SHOWS THE IMPORTANCE OF STAKEHOLDER CAPITALISM Kempen Outlook 2021

As part of our investment activities, Kempen has spent many years actively encouraging the companies we invest in to focus on creating long-term value for all of their stakeholders – not just shareholders. We call this the Real Active. The ongoing pandemic has put our concept of ‘the Real Active’ to the test. It has seen Kempen ask firms to cancel dividends and collaborate on important issues such as access to medicine and protecting labour standards in the clothing industry. As long-term shareholders, we believe that a cautious approach in the short term can lead to the creation of even more shareholder value in the long term.

Industry Voice - Expect the unexpected: Covid-19
Industry Voice - Expect the unexpected: Covid-19

Risk assets extended their recent sell-off as the Covid-19 coronavirus outbreak spread further around the world, while investors flocked to haven assets and pushed Treasury yields to record lows. But amid the renewed volatility Fidelity Multi Asset Income Fund’s George Efstathopoulos explains where he’s finding some areas of unexpected outperformance

Industry Voice: PROD-proofing your business
Industry Voice: PROD-proofing your business

For many advisers, the PROD regulations (‘Product Intervention and Governance Sourcebook’) introduced by the FCA with MiFID II have sneaked in under the radar. The regulations were introduced in January 2018 and to date many advisers are still unsure of their ability to evidence compliance with these new rules.