Van Lanschot Kempen Investment Management

The COP26 climate conference begins in less than two weeks. What will a successful outcome look like? We believe markets will respond well if global leaders make more detailed commitments to net zero and move towards a minimum price on carbon.

We will look at some of the most compelling investment opportunities in Private Markets. How to identify and exploit long-term megatrends in Real Assets? Why focus on the unicorns of Europe?

At Kempen we provide diversified exposure to private markets by investing in four distinct areas that would appear on the equity side of the balance sheet: private equity, infrastructure, land and real estate.

Investors’ appetite for private assets – those that are unlisted on a securities exchange – has exploded in recent years.

Despite equity investors occasionally casting worried glances at the spread of the Delta variant, markets closed the month of July up.

With a closing window of opportunity to prevent irreversible climate change and biodiversity loss, and an urgent need to rebuild a fairer global economy in the wake of the pandemic, investors can no longer rely on a myopic focus on short-term gains.

On Friday 2 July from 10:00 till 11:00 CET, Kempen is organizing a webinar on Infrastructure: Stimulus, Sustainability and Inflation protection.

At Kempen we invest in three areas of listed infrastructure: transport, communications and energy. Over the past year there’s been a marked divergence in the returns of firms involved in these different sectors.

While many asset managers are now focusing on ESG issues, we’d like to look into the future and recognise the sustainability journey that companies are on rather than adopting a short-sighted focus on the current situation.

The amount of data the world is creating has exploded in recent years. Data analysis has huge potential to inform investment decisions, but that’s easier said than done.