White paper Equities: are the odds ever in your favour?

The questions this paper addresses is just how risky are equity investments, particularly for long-term investors. What sort of danger does this put investors in? Is there a better way of investing in equities, or should we focus on alternative assets (do we need to look beyond the venerable 60 / 40 portfolio)?

Read our white paper on equities

2021, 11 March

Are the odds ever in your favour?

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Disclaimer

This document of Kempen Capital Management UK Ltd (KCM) is for information purposes only. The information in this document is incomplete without the verbal explanation given by an employee of KCM. KCM is licensed as an investment manager and authorised to provide investment services, and, as such, is subject to supervision by the Financial Conduct Authority. No part of this presentation may be used without prior permission from KCM.

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News & Knowledge

2022, 20 January

Tracking & Engaging: Our approach to getting Real Estate Paris-Proof

Man-made climate change produces the largest challenge for our generation. The quest to align the economy in all its complexity with a new, carbon-neutral reality is cumbersome and has many an obstacle. We, as investors are at the precipice of a new age, where the goal is no longer merely about short-term financial returns, but using our power as asset allocators to guide our society to a more sustainable future. At the Kempen Real Assets team, we aspire to meet this challenge head-on, by actively engaging with companies and funds in the Real Assets sector to better participate in the energy transition. This piece discusses some of the initial findings from our sector-wide engagement, in the Real Estate sector specifically.

Global Impact Pool Quarterly

We are pleased to report on the third quarter of 2021 for Kempen’s Global Impact Pool, in which we continued to deploy capital towards the Global Impact Pool’s mission, which is to make investments that positively contribute to solving global problems around the food, water and climate nexus and five Sustainable Development Goals.

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

According to experts, 75% of the world’s infrastructure in 2050 doesn’t exist yet. This means that a huge amount of new infrastructure is going to be built over the next 30 years, and a huge amount of investment will be required to do so.