Kempen: the best listed infrastructure opportunities in the post-pandemic world

At Kempen we invest in three areas of listed infrastructure: transport, communications and energy. Over the past year there’s been a marked divergence in the returns of firms involved in these different sectors because of the unique circumstances presented by the pandemic: most notably, transport has suffered as people have been forced to stay at home, while communications has prospered with everyone spending more time more online. 

But where do the best opportunities now lie as we gradually emerge from the pandemic into what could be the new normal? 

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