From Just in Time to Just in Case

27 August 2026

How supply chain disruptions increase the value of infrastructure

Geopolitical tensions, tariffs and supply shocks are forcing companies to face a new reality and rethink how secure their supply chains really are. For many, the disruptions challenge a long-held assumption: that if goods were needed, they would be available, regardless of where they were produced.

‘Just-in-time’ supply chain logic is giving way to a ‘just-in-case’ approach, and resilience has moved from the margins of corporate strategy to the centre. Building that resilience, requires something surprisingly tangible: more infrastructure.

Read the article Read more about our Listed Infrastructure strategy

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.