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Welcome to Kensho Investment Group
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2026-03-17
Guest CEO Insight: Investor Appetite for Sustainable Infrastructure Strengthens — Confirmed by KGAL’s New Mandate
Europe is entering a new phase of infrastructure investment. Policy alignment, industrial transformation and rising capital needs are creating conditions that many international investors had long been waiting for. Against this backdrop, Debeka – a major German insurance group – has decided to invest up to 400 million euros in two KGAL evergreen funds, marking an important signal for the market. It stands out at a time when fundraising in Germany and across Europe has become noticeably more selective, and it underscores the role that institutional investors can play in renewable energy and social infrastructure.
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2026-01-17
Guest Insight: Sustainable Infrastructure in the New World – How resilience, security and system relevance are reshaping investment strategies
The definition of sustainable infrastructure is undergoing a fundamental shift. What was once primarily associated with renewable generation and decarbonisation is increasingly shaped by geopolitical realities, supply chain constraints and the need for resilient energy systems. For institutional investors, this evolution changes both the opportunity set and the way risks need to be assessed.
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2025-05-07
CEO Insight: Germany – Smart Starting Point for Capital in Europe
Germany stands on the brink of a transformative decade. Simultaneously, Germany’s newly formed center-right/center-left coalition is taking the initiative—empowered by a €1 trillion federal investment budget aimed at accelerating infrastructure modernization and strengthening defense capabilities. These shifts signal a new cycle of capital deployment and policy-led momentum in European markets. This unprecedented level of public investment is expected to reshape Germany’s economic and physical landscape.
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2025-04-10
KCM CEO Insight: Current Developments in the United States
While the U.S. economy has maintained steady growth, the implementation of Trump tariffs, retaliatory measures by China, and the 90-day suspension of reciprocal tariffs for non-retaliating countries have triggered global stock market volatility. Two days ago, rumors of a 90-day tariff suspension caused market turmoil until officially denied by the government. Market participants now face heightened uncertainty in distinguishing facts from misinformation. Although negotiations between the U.S. and other nations may restore stability, the outlook remains opaque.
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2025-03-31
KCM Management Insight: Germany’s Parliament Votes to Amend Basic Law, Easing Fiscal Restrictions
Germany is facing increased financial pressure as it strengthens its defense and modernizes infrastructure amid shifting global security dynamics and urgent infrastructure upscaling needs.
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2025-02-28
KCM CEO Insight: Japan’s Future at a Crossroads: Demographic Decline, Energy Transition, and the Global Hydrogen Race
In my opinion, the declining birthrate and aging population are the biggest problems for Japan. There are no examples of other countries that can serve as a reference, and although it is a problem that must be tackled 20 to 30 years into the future, many people do not feel a sense of reality when people talk about 2040 or 2050.
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2025-01-16
KCM CEO Insight: 2024 and Beyond: Insights into Political, Economic, and Market Dynamics
For Japanese investors, the narrowing interest rate differential will reduce hedging costs, particularly for EUR/JPY. In 2025, opportunities will likely arise in AI investments in the U.S. and renewable energy in Europe.
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2024-10-15
CEO Insight: The inspiring desire of atomic bomb survivors to educate
The hibakusha of Hiroshima and Nagasaki have been speaking out against nuclear weapons for almost 70 years. Their organization Nihon Hidankyo has now been awarded the Nobel Peace Prize for its efforts.
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2024-09-17
CEO Insight: Frequent office absences in Germany are slowing down business
With the opening of an office in Munich, Kensho is also reacting to the negative consequences of the high share of work from home in Germany.
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2024-08-19
CEO Insight: Japan’s Changing Monetary Policy: Real Estate Remains a Highly Attractive Investment
The interest rate gap between Japan and the eurozone is shrinking. However, Japanese real estate remains a lucrative investment and European real estate is becoming more attractive for the Japanese.
© 2026 Kensho Investment Corporation