Industry Voice Podcast: Kempen Outlook 2022 — inflation and real assets

clock • 1 min read
Industry Voice Podcast: Kempen Outlook 2022 — inflation and real assets

Inflation expectations are currently high and, as they have been this way for a while, it might be tempting to think this is beyond a temporary spike. However, Van Lanschot Kempen does not think that we are on the eve of a period of prolonged high inflation.

Nevertheless, inflation will always be a consideration for investors, and we think it is wise for investors to seek protection against inflation. This can be done by investing in real assets such as real estate, infrastructure and agricultural land.

In this podcast Joost van Leenders, Investment Strategist at Van Lanschot Kempen, gives his view on the development of inflation and the expectations for 2022. Egbert Nijmeijer, Co-Head of Real Assets at Van Lanschot Kempen and manager of its real estate funds, explains what real assets are, discusses the latest developments, and explains how they offer protection against inflation and how investors can use them in their portfolio.

The host is Alastair Greenlees, Investment Strategist at Van Lanschot Kempen's London office.

 

 

This post was funded by Kempen

 

 

More on Industry

The report also found 25% would consider a CDC master trust for both accumulation and decumulation

CDC support grows; one fifth of businesses considering use

The ACA said interest in CDC is growing, spurred by the Royal Mail CDC scheme

Holly Roach
clock 06 December 2021 • 2 min read
Tender Watch: Isio, XPS and Mercer win contracts

Tender Watch: Isio, XPS and Mercer win contracts

Isio will support Birmingham Uni, Mercer aids Solent Uni, and XPS hired for Northants Police

Professional Pensions
clock 06 December 2021 • 1 min read
Hope William-Smith looks at the year ahead for professional trustees

2022: Another year in the hot seat

Professional trustees are expecting governance and regulation to dominate the new year

Hope William-Smith
clock 06 December 2021 • 12 min read
Trustpilot