


Megatrends: Decarbonisation – from energy transition to energy security
While climate headlines dominate, the real driver of capital and policy in the coming decade may be something more immediate: keeping the lights on.
Video: Infrastructure opportunities in the mega-trends
Lampros Smailis, Portfolio Manager for the Kempen Global Listed Infrastructure strategy shares thoughts and insights on infrastructure investing in today’s evolving market environment.
European credit market update
Video with an update of the European credit market from our Portfolio Manager.
Playing Defence with Dividends
Besides generating strong long term return, dividend strategies are typically more defensive.
Forecasting the future
How AI is reshaping farmland investment in a changing climate.
Decarbonising Real Estate
From apartments to offices and data centres, real estate accounts for nearly 40% of global CO2 emissions. At the same time, real estate is central to the climate change discussion: where will we still be able to live and work safely?
Mega-trend Digitalisation
The global economy is being reshaped by digitalisation. This trend offers significant investment opportunities in infrastructure. Read our mega-trend report on digitalisation.
Asset Allocation Outlook May
US import tariffs continued to dominate financial markets in April. Although President Trump quickly scaled back the tariffs uncertainty remained high. The uncertainty raises the question of whether it’s still possible to avoid a recession in the US.
Mind the Gap
De kloof in waardering tussen de VS en de rest van de wereld is uitvoerig besproken, en er zijn tal van verklaringen waarom zo'n kloof bestaat.
Accelerating Change in Infrastructure
Infographic on accelerating change. How to accelerate the energy transition? We engage with today’s polluters to help them become the infrastructure leaders of the future.