Which infrastructure opportunities emerge from three simultaneous mega-trends?
In this video Ludovico Cappelli highlights three themes that are accelerating through the infrastructure space at the moment: Digitalisation, Decarbonisation and Deglobalisation.
Portfolio News Euro Credit: Delivering alignment, deepening sustainability
Passive may dominate euro credit allocations, but many investors are now looking for strategies that combine disciplined credit management with meaningful sustainability integration. The Kempen Euro Sustainable Credit Fund reflects that approach.
Infrastructure opportunities, from three simultaneous mega-trends
Three global mega-trends are driving global structural change and we believe they offer exciting opportunities for infrastructure investors. Digitalisation, Decarbonisation and Deglobalisation.
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. That assumption is under pressure. Structural biases and shifting market dynamics are making passive exposure harder to justify.
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 entry point, expectations around return and impact, and the barriers and enablers shaping this emerging asset class.
Weathering the climate challenge with data
Van Lanschot Kempen uses sophisticated climate data to assess the potential impact of natural hazards on valuation and price-in the risks. How do we approach this?
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, while also being highly vulnerable to their effects.
Biodiversity impacts - how to measure progress
With food security for billions hanging in the balance, it’s no wonder questions about how to produce healthy food are growing. Feeding the world is no small feat. Find out more about our measurable and innovative practices in regenerative farming.


