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As we move into 2025, the infrastructure sector is experiencing significant tailwinds driven by macroeconomic and secular trends. The rapid adoption of AI and the resulting surge in data center demand have intensified energy needs, highlighting the critical roles of gas and nuclear energy in ensuring energy security. Meanwhile, geopolitical developments, such as tariffs and trade policies, introduce both volatility and opportunities for infrastructure investments.

This report explores how infrastructure assets offer inflation protection and resilience against economic slowdowns, while also examining the resurgence of nuclear power and the potential for growth in the sector. Discover how these dynamics are shaping the future of infrastructure investments.

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The Author

Jags Walia

j.walia@vanlanschotkempen.com

Disclaimer

Van Lanschot Kempen Investment Management NV (VLK Investment Management) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The opinions expressed in this document are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.

Es gibt einen Spruch auf Niederländisch, Kom verder, das viele Dinge bedeutet und unsere Geschäftsphilosophie darstellt. Er erfasst die Art und Weise, wie wir mit unseren Kunden arbeiten, aber auch wie wir unsere Beteiligungsunternehmen lenken, um Aktionärswert durch aktive Beteiligung zu schaffen.

Risikokapital. Der Wert von Anlagen und die daraus erzielten Erträge können sowohl steigen als auch fallen. Die Anleger erhalten möglicherweise nicht den ursprünglich investierten Betrag zurück. Die in der Vergangenheit erzielte Performance ist keine Garantie für die Zukunft.