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.

Kom verder, het zijn maar twee woorden, met veel verschillende betekenissen. Het is onze bedrijfsfilosofie. Het weerspiegelt de manier waarop we met onze klanten samenwerken en de manier waarop we in gesprek gaan met de bedrijven waarin we investeren om zo aandeelhouderswaarde te creëren door middel van actieve engagements.

Beleggen brengt risico's met zich mee, u kunt uw inleg verliezen. De waarde van uw beleggingen is mede afhankelijk van de ontwikkelingen op de financiële markten. In het verleden behaalde resultaten bieden geen garantie voor de toekomst.