Kempen Outlook 2021
Every year we take a joint look at the future. We look at a number of themes that may significantly impact the economy and the financial markets.
Attractive return potential and risk diversification
Investors who focus purely on the markets are leaving an enormous amount of potential untapped. Under 2% of companies are listed on stock markets. The remaining 98% provide a huge range of opportunities to help investors achieve the returns that they need. That’s why Kempen is highly active in private markets, which include not just private equity, but also farmland and infrastructure.
Beat the benchmark thanks to data
Data – both financial and non-financial – are playing an increasingly important role in investment decisions. Anyone who manages to combine the right data sources and draw the right conclusions from them much increases their chances of outperforming the benchmark. With this in mind, Kempen has made big investments in its data and analysis capabilities. As our chief analytics officer Guido van Aubel says, this means “We can compete with the best.”
The real estate market offers many opportunities to add value
Coronavirus has led to a considerable divergence in the fortunes of the different real estate sectors in 2020, but what should investors expect next year? We consider some of the trends to look out for.
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Disclaimer
The views expressed in this document may be subject to change at any given time, without prior notice. Kempen Capital Management N.V. (KCM ) has no obligation to update the contents of this document. As asset manager KCM may have investments, generally for the benefit of third parties, in financial instruments mentioned in this document and it may at any time decide to execute buy or sell transactions in these financial instruments.
The information in this document is solely for your information. This article does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. This document is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such.
The views expressed herein are our current views as of the date appearing on this document. This document has been produced independently of the company and the views contained herein are entirely those of KCM.
KCM is licensed as a manager of various UCITS and AIFs and to provide investment services and is subject to supervision by the Netherlands Authority for the Financial Markets.