The announcement by 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?
Kempen is the first Dutch asset manager to invest in listed companies that manage and own infrastructure. We have a strong track record and considerable know-how in managing a broad range of real assets, including global listed infrastructure, using a unique data-driven approach to valuation.
Do you want to find out how an allocation to the asset class could benefit your portfolio? What our views are on the prospects of listed infrastructure, and how we invest in it while taking ESG factors into account? If so, please register here for our webinar on Friday 2 July.