


Kempen: Asset Allocation Outlook August
Despite equity investors occasionally casting worried glances at the spread of the Delta variant, markets closed the month of July up.
Kempen on Sustainable investment: The ‘why’ is clearer, as the ‘how’ get more complex
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.
Kempen Infrastructure Webinar: Stimulus, Sustainability and Inflation protection
On Friday 2 July from 10:00 till 11:00 CET, Kempen is organizing a webinar on Infrastructure: Stimulus, Sustainability and Inflation protection.
Kempen: the best listed infrastructure opportunities in the post-pandemic world
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.
Kempen Infrastructure: a forward-looking approach to sustainability
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.
Kempen Infrastructure: how to use data to your advantage?
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.
Kempen: How can you capitalise on the world’s need for infrastructure?
The recent announcement by new US President Joe Biden of massive investments to improve the country’s infrastructure and hasten its transition to clean energy has hit the headlines.
Kempen: Meeting the Climate Challenge
Climate change has deep ramifications for human and ecological wellbeing, and the material effects of our changing environment are becoming ever more present in capital markets.
Kempen Sustainable Investment: Our Engagements
Through our engagements, we seek to encourage positive change at companies. We engage on a broad range of strategic, financial, corporate governance, environmental and social aspects.
Kempen Annual Stewardship and Sustainable Investment Report
Sectors from transport to technology may never be the same again in the wake of the global pandemic. Yet in spite of its profound challenges, 2020 was a momentous year for sustainable investment.