Kempen Capital Management's Podcast: Recent Episodes
Kempen Capital Management
Speakers:
Daniel Whitaker, Senior Associate Client Management Instituitions
Jorrit Arissen, Co-head Real Assets
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?
Fireside Chat: ‘Impact climate risk on Real Estate valuation’
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8 June 11:00 – 11:30 CET
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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
Inflatie, energiezekerheid en klimaatverandering: thema's die beleggers zorgen baren. Zijn er beleggingscategorieën die beleggers bescherming bieden tegen deze risico's? En welke beleggingscategorieën dragen bij aan een duurzame samenleving? Dit bespreken we in onze podcast over Real Assets.
In deze podcast bespreken Egbert Nijmeijer, co-Head Real Assets, Thomas van der Meij, Head of the Global Listed Infrastructure fund, en Anne Mei Poppe, Director Institutional Relations, transparantie over Real Assets. Ze spreken over hoe real assets beschermt tegen inflatie, welke ontwikkelingen zij zien in vastgoed en infrastructuur en waar een belegger op moet letten bij het investeren in deze categorie.
Lees meer: https://www.kempen.com/en/asset-management/real-assets