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Infrastructure has an attractive return potential after the pandemic and provides a hedge against inflation

17 January 2022

In this podcast Thomas van der Meij, fund manager of the Kempen Global Listed Infrastructure Fund, explains about infrastructure: what characterizes this asset class and what are the main trends in the infrastructure market. 

With so much infrastructure set to be built, it could be a good idea for investors to have the asset class on their radar now. And another consideration is that as well as providing attractive return potential after the Covid-19-pandemic, an allocation to infrastructure can also help protect an investment portfolio against inflation.
Host is Maarten van der Pas.


Kempen (Lux) Global Listed Infrastructure Fund (the “Sub-fund”) is a sub-fund of Kempen International Funds SICAV (the “Fund”), domiciled in Luxembourg. This Fund is authorised in Luxembourg and is regulated by the Commission de Surveillance du Secteur Financier. Kempen Capital Management N.V. (KCM) is the management company of the Fund. Kempen is authorised as management company and regulated by The Netherlands Authority for the Financial Markets.  

The Sub-Fund is registered under the license of the Fund at The Netherlands Authority for the Financial Markets. The Sub-Fund is registered for offering in a limited number of countries. The countries where the Sub-Fund is registered can be found on the website. 

The information in this document provides insufficient information for an investment decision. Please read the Key Investor Document and the prospectus. These documents as well as annual report, semi-annual report and the articles of incorporation of the Fund are available free of charge at the registered office of the Fund located at 6H, route de Trèves, L-2633 Senningerberg, Luxembourg and on the website of Kempen (   

The value of your investment may fluctuate. Past performance provides no guarantee for the future. 

About Kempen Capital Management
Kempen Capital Management is a specialist asset manager with a focused approach and a clear investment philosophy. We believe in long-term stewardship for our clients and other stakeholders. Kempen provides sustainable returns, fiduciary management services, manager selection, portfolio construction and monitoring, alongside a number of actively-managed investment strategies. As of 30 June 2021, Kempen Capital Management had a total of €88.3 billion in client assets under management.

Kempen Capital Management, part of Van Lanschot Kempen NV, is a specialist and independent wealth manager. Kempen Capital Management NV is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. Kempen Capital Management (UK) Ltd is licensed as a manager and subject to supervision by the Financial Conduct Authority.


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