Van Lanschot Kempen Investment Management’s Post

🌍 The world is changing rapidly: digitalisation, decarbonisation and deglobalisation might seem like separate stories, but they actually converge in one place: infrastructure. 🔎 In our latest Market Musings, Jags Walia (Head of Global Listed Infrastructure Strategy) goes beyond the headlines. Discover where the real overlap between megatrends happens, and how investors can capture opportunities in the intersections of energy access, clear regulation and the right locations. Curious to learn: • Why the digital economy relies on the power grid? • How energy transition and energy security open up new investment opportunities? • How regionalisation is reshaping the infrastructure landscape? Read the full article via the link in the comments 👇 #infrastructure #megatrends #investing #energytransition #digitalisation #VanLanschotKempenIM Capital at risk. For professional investors only.

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