News & Knowledge

2022, 24 November

Sustainability in Action: Flying cleaner, paying less

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2022, 20 October

ESG (ratings) on our minds

ESG is on everyone’s minds these days. On the news, we see reports on heatwaves, floods and draughts, with impacts on issues ranging from crop yields, to energy prices, to social unrest. These headlines only highlight the great need to take a more holistic, sustainable view of investing. However, increased attention on Sustainable or ‘Environmental, Social and Governance’ (ESG) investment has come with increased scrutiny.

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2022, 20 October

Kempen Global Listed Infrastructure: Quarterly update

Our quarterly updates will give an overview of the main themes dominating the quarter, our outlook for these themes, and then an overview of the performance of the strategy, and development in strategy size.

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2022, 12 September

How you can benefit from the global need for infrastructure

Consumer demand has rallied strongly in the past few months following the lockdowns of the last couple of years. Along with fresh bottlenecks in supply chains and the outbreak of the dramatic conflict in Ukraine, this has led to inflation rising rapidly around the world. Not only is inflation higher than expected, but it is also persisting for longer than originally predicted. Macro-economic trends are now following a familiar pattern: concerns about inflation are prompting central banks to raise interest rates, which in turn is fanning fears of a recession.

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2022, 14 July

Kempen Global Listed Infrastructure: Quarterly update

Our quarterly updates will give an overview of the main themes dominating the quarter, our outlook for these themes, and then an overview of the performance of the strategy, and development in strategy size.

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2022, 04 July

Walking the talk during AGM season

AGM season is where pen meets paper and is a chance for Van Lanschot Kempen to cast votes in alignment with our commitments. This season we’ve been active on climate transition at energy firms, human rights at Alphabet (Google) and governance in sectors from e-bikes to animal feed. Lead Expert Sustainability Advisory, Eszter Vitorino, discusses the justification behind Van Lanschot Kempen’s actions this AGM season, and the changes that were sought out.

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2022, 19 April

Kempen Global Listed Infrastructure: Quarterly update

Our quarterly updates will give an overview of the main themes dominating the quarter, our outlook for these themes, and then an overview of the performance of the strategy, and development in strategy size.

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2022, 05 April

Why Active is attractive: the case for engagement

How and when to engage with companies is a hotly contested topic on issues from wages to global warming. At Kempen, we believe active engagement makes a difference to building long-term value at companies, but on issues like climate it must drive down real-world emissions, not just the emissions in a portfolio.

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2022, 02 February

Kempen Global Listed Real Estate: Strategy outlook 2022

It would be an understatement to point out the obvious, 2020 saw everyone get introduced to something few of us have experienced on a large scale - a shocking pandemic which wreaked havoc in people’s lives. Equity markets and listed real estate equities suffered tremendously initially as central bankers around the globe rallied to extend life-lines to the economy. Once initial successful vaccines were introduced, and the staggering levels of emergency liquidity was fully absorbed, we saw 2021 as one of the greatest rebounds for real estate share prices.

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2022, 27 January

Kempen Global Listed Infrastructure: Strategy review and outlook 2022

It has been three years since we launched our listed infrastructure strategy. It has been a remarkable journey and we are proud that we generated more than 13% annualized return (net, I share class), c.160bps above the benchmark. We were able to exponentially grow our AuM each year to just shy of EUR 100m at the three year mark. A special thanks to all of our investors for their support. We are satisfied about what we have achieved for our clients, and are as committed as ever to build our track-record a lot further from here.

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2021, 13 December

Why we need a ‘keep 1.5 alive’ equivalent for biodiversity?

Although the rush of climate announcements and pledges at COP26 have grabbed most of the headlines, the COP in Glasgow was not the only COP that took place this year.

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2021, 21 October

What does a good cop look like?

The COP26 climate conference begins in less than two weeks. What will a successful outcome look like? At Kempen, we believe markets will respond well if global leaders make more detailed commitments to net zero and move towards a minimum price on carbon.

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2021, 21 October

An investor’s guide to climate collaboration

This handbook explains how sector-wide engagement can lead to dramatic and rapid changes in Real Assets investments.

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