Outlook 2022: Real Assets podcast

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. However, Van Lanschot Kempen does not think that we are on the verge of a period of prolonged high inflation.
Nevertheless, inflation will always be a consideration for investors, and we think it is wise for investors to seek protection against inflation. This can be done by investing in real assets such as real estate, infrastructure and agricultural land.

In this podcast Joost van Leenders, Investment Strategist at Van Lanschot Kempen, gives his view on the development of inflation and the expectations for 2022. Egbert Nijmeijer, Co-Head of Real Assets at Van Lanschot Kempen and manager of its real estate funds, explains what real assets are, discusses the latest developments, and explains how they offer protection against inflation and how investors can use them in their portfolio.
The host is Alastair Greenlees, Investment Strategist at Van Lanschot Kempen’s London office.

On Tuesday 7 December we hosted our live Outlook event: Macro and Micro. During this event you experience how trust and the human brain have huge impact on socioeconomic challenges.
With Joost van Leenders, economist and senior investment strategist at Van Lanschot Kempen and Erik Schoppen, famous neuroscientist, behavioural researcher and brand expert.

Have you thought about the economic potential the coming year could bring?

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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.