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 inflation protection.
Infra is mentioned as providing inflation protection, but let’s dig into that – we can see it doing well while the inflation concerns are here – one of the few strategies up while the market is down.
In this podcast we will tackle the question: how inflation proof is Infrastructure really and where do we, as investors, need to look out for?
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 real estate and how this evolves over time.
In this podcast Lucas Vuurmans, Senior Quantitative Portfolio manager Real Estate Kempen Capital Management and Sergey Obolensky, Executive Sales director at Munich Re, discuss climate risk in Real Estate. Questions they will answer are: How do extreme weather conditions affect real estate valuations? Why do we collect data on extreme weather events? And how do we translate this data into relevant information to draw conclusions from in our daily portfolio management decisions?
Inflation, energy security, climate change: current themes that have investors worried. What are the asset classes that provide protection against these risks? And what type of investments actually contribute to a sustainable society? These are the kind of topics that we discuss in our podcast.
In this podcast Egbert Nijmeijer, co-Head Real Assets, Jags Walia, Senior Portfolio manager of the Global listed Infrastructure fund and Anne Mei Poppe, Director Institutional Relations, provide clarity on Real Assets. They discuss how real assets protect us against inflation, what development they see in real estate and infrastructure and the important aspects for an investor to look out for when investing in real assets.
Read more: https://www.kempen.com/en/asset-management/real-assets
