News & Knowledge

2021, 12 July

Sustainable investment: The ‘why’ is clearer, as the ‘how’ get more complex

With a closing window of opportunity to prevent irreversible climate change and biodiversity loss, and an urgent need to rebuild a fairer global economy in the wake of the pandemic, investors can no longer rely on a myopic focus on short-term gains. Investors are increasingly expected to go well beyond traditional notions of financial returns or liability matching and consider how their investments impact wider society and the environment.

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2021, 07 July

Global Impact Pool Quarterly

We are pleased to report on the first 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.

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2021, 17 May

Kempen Global Listed Infrastructure: Inflation Hedge

Economies are progressively reopening thanks to rising vaccinations. Monetary and fiscal policy remains accommodative. Hence, investors’ worries about inflation are reignited: bond yields have traded higher recently and breakeven inflation has increased to 2.5%.

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2021, 13 April

Kempen Real Estate Update: 2021 – No time to be passive

Despite its hugely progressive, efficient and vastly wealth creating characteristics, the modern capitalist model seems to struggle to deal effectively with externalities such as greenhouse gas “”GHG” driven pollution. These emissions are contributing to an unprecedented heating of the planet.

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2021, 24 March

Global Impact Pool Quarterly

We are pleased to report on the fourth quarter of 2020 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.

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2021, 03 March

How to close the SDG gap

Last year marked the start of the UN ‘Decade of Action’ to deliver the UN Sustainable Development Goals – but if we are to close the ‘SDG Gap’, especially in the wake of COVID-19, we need better data and engaged investors.

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2021, 15 February

Kempen Real Assets White paper: Building for the future

From houses to highways, investing in Real Assets – comprising of Listed and Non-listed Real Estate and Listed Infrastructure – is about much more than attractive and predictable cashflows. The building and operation of Real Estate and Infrastructure forms the backbone of the economies, societies and communities in which people will live and work, now and in the future.

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2021, 27 January

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).

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2020, 02 June

Investment case: Circular Zinc

At Kempen, we have a long history of incorporating ESG (environmental, social, governance) topics when making investment decisions. Sometimes we find investment opportunities where sustainability is at the heart of the company’s strategy. Befesa is such an example, even though you may not recognize it at first sight given their exposure to steel markets. Befesa is European market leader in managing and treating industrial waste from the steel industry. It collects hazardous steel dust and recycles the zinc content out of it.

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