Stichting Pensioenfonds PostNL selects Kempen as fiduciary manager

Kempen Global Listed Infrastructure: Infrastructure review and outlook

The pandemic of 2020 created a difficult scene for the global listed infrastructure sector, which underperformed global equities. Airports, toll roads and energy infrastructure were all adversely impacted by lockdowns. Although it was partly offset by more defensive utilities and strong performance of renewables and data infrastructure, the FTSE Global Core Infrastructure 50/50 was down 12% in 2020 (vs. +4.5% for global equities).

Kempen strengthens Sustainable Equity strategy with two new team members

Kempen Capital Management (Kempen) is pleased to announce that the Sustainable Equity strategy will be reinforced by two new team members. Ivo Kuiper has been appointed as senior portfolio manager and Raoul Martin as equity analyst. The new team members further reflect Kempen’s commitment to the investment strategy centred on sustainability and engaged stewardship with a long-term investment horizon.

The Tipping Point: The race for end game assets