Van Lanschot Kempen Logo

24 February 2025

Key themes for infrastucture investors

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.

Download the whitepaper

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.

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.