Market Musings: Infrastructure the ultimate megatrend

27 November 2025

Market Musings: Infrastructure the ultimate megatrend

Digitalisation, decarbonisation and deglobalisation are not separate stories. They meet at the same point: infrastructure. From data centres waiting for grid access to ports reshaping trade routes, the pressure is real and the opportunities are clear. The world is rewiring around capacity and reliability, and investors who understand this shift can unlock long-term value. Discover why grids, logistics corridors and digital estates are the engines behind global change, and how prioritising speed, certainty and stable frameworks can turn megatrends into measurable returns.

Read the full Market Musings to see how infrastructure is powering the next wave of global change.

Read the full article Read more about our Listed Infrastructure strategy

The author

Jags Walia

j.walia@vanlanschotkempen.com

Explore our team directory

Not who you are looking for? Visit our contact page to explore our full team directory.

Subscribe to our Events & Insights

Make sure you never miss out on our thought-leadership or insightful events

Subscribe now

Disclaimer

This is a marketing communication. 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.

General risks to take into account when investing in Listed Infrastructure strategies

Please note that all investments are subject to market fluctuations. Investing in a Listed Infrastructure strategy may be subject to country risk and equity market risks and risks specific to the infrastructure market, which could negatively affect the performance. Under unusual market conditions the specific risks can increase significantly. Historic data for similar investment vehicles indicates that the strategy can carry an aggressive level of risk. Potential Investors should be aware that changes in the actual and perceived fundamentals of a company may result in changes for the market value of the shares of such company. The strategy is allowed to invest in financial derivatives and (short-term) money market instruments. Currency exposures may be hedged. The value of your investment may fluctuate, past performance is no guarantee for the future. Do not take unnecessary risks. Before you invest, it is important that you are aware of and are informed about the characteristics and risks of investing. This information can be found in the available documents of the strategy and/or in the agreements that are part of the service you choose or have chosen.

Profile of the typical investor in Listed Infrastructure strategies:
The strategy may be suitable as a core or supplemental investment for those:

interested in a convenient way of gaining exposure to global listed infrastructure companies (international equity markets);
seeking long-term growth of their investment (5 years or longer);
who can bear the possibility of significant losses, especially in the short term.

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.