Van Lanschot Kempen Investment Management
Episodes
13 episodes
Navigating Real Estate Valuations & Sustainability
Speakers: Daniel Whitaker, Senior Associate Client Management InstituitionsJorrit Arissen, Co-head Real Assets
The VW perspective on achieving positive change post ‘diesel-gate’
At Van Lanschot Kempen our credit team take an active approach to investing and engagement with companies is part of this active approach. The aim here is to deliver results and to help clients navigate through the transitions to a more s...
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Can credit investors really deliver meaningful, measurable impact?
As active managers, we believe in engaging with the companies that we invest in to drive the transition to a sustainable economy. Whether it’s equity investing or credit investing, we believe steady engagement can drive real life change. Listen...
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Introducing a new policy for assessing country-related risks
The pensions world – and indeed the broader investment world – has essentially sleepwalked into their exposure to the Russian Ukraine war. War as a real and near-term geopolitical risk between major economies was thought to be too far-fetched. ...
How inflation proof is infrastructure really?
Inflation – last year 2.7% in Europe – creeping up may not have kept you awake last year as the market believed it was transitory. Now it's 8.1% ; as an investor it’s a concern that we can’t ignore.As investors we’re looking for inflati...
End game
In this podcast Ian Brown, James Mullins and Nicholas Clapp consider some of the things that trustees need to think about as their scheme approaches its endgame and explain why Kempen is well placed to accompany you on your journey. Listen to t...
Impact climate risk on Real Estate valuation
loodings, wildfires, draught, record high temperatures. Climate change has had a huge impact on different communities around the world the past years. Today we will discuss how extreme weather events have significant effect on the valuation of ...
