Van Lanschot Kempen Investment Management

Inflation expectations are currently high and, as they have been this way for a while, it might be tempting to think this is beyond a temporary spike.

What are the possible scenarios for the evolution of the global economy over the next few years? Van Lanschot Kempen has mapped four possible routes.

We are optimistic about economic growth in 2022. We expect strong growth in the US, the eurozone and Japan, but China will lag. Yet corona continues to play a significant role.

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.