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The recent announcement by new US President Joe Biden of massive investments to improve the country’s infrastructure and hasten its transition to clean energy has hit the headlines: with around USD 2 trillion of planned expenditure, the US government has put infrastructure firmly under the spotlight. But the infrastructure story isn’t reliant on one act by the US government. At Kempen we believe it’s a multi-decade secular growth theme that offers compelling opportunities for investors. How to capitalise on the need for new and improved infrastructure across the world?
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