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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.

Il y a un dicton en néerlandais, Kom verder, qui ui signifie beaucoup de choses, et c'est notre philosophie d'entreprise. Il reflète la façon dont nous travaillons avec nos clients, mais aussi la manière dont nous dirigeons nos entreprises participantes pour créer de la valeur pour les actionnaires grâce à un engagement actif.

Risque de perte en capital. La valeur des investissements et des revenus qui en découlent peut évoluer à la hausse comme à la baisse. Les investisseurs sont susceptibles de ne pas récupérer l’intégralité de leur investissement initial. Les performances passées ne présagent pas des performances futures et ne sont pas constantes dans le temps.