Three global mega-trends are driving global structural change and we believe they offer exciting opportunities for infrastructure investors. Digitalisation, Decarbonisation and Deglobalisation. Within Digitalisation we embrace the obvious potential for AI, within Decarbonisation we focus on the energy transition, specifically energy security. Within the more recent and increasingly distinct trend of deglobalisation, we see opportunities to develop essential infrastructure for emerging markets at a more regional level.
We invest in carefully selected listed companies that can benefit from these trends. In this way, we aim to create value for investors.
Mega-trend: Digitalisation
The global economy is being reshaped by digitalisation. This trend offers significant investment opportunities in infrastructure, particularly in data centres and telecommunication towers. In the first of our three mega-trend reports we dive deeper into the benefits and the challenges and risks for infrastructure investors.
Mega-trend: Decarbonisation
Looks can be deceiving. Beneath the surface of the energy transition lies something more urgent, less politically vulnerable, and worth trillions: energy security. In the second of our three mega-trend reports we focus on the clear and present opportunities from energy security.
Mega-trend: Deglobalisation
Beneath the headlines of a changing global order, a new investment dynamic is emerging: deglobalisation is reshaping infrastructure in the world’s fastest-growing regions. In the latest of our mega-trend series, we reveal how the scale and agility of emerging markets are fueling the infrastructure of tomorrow.
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 video is for information purposes only and provides insufficient information for an investment decision. This video 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 video are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.
Listed Infrastructure: general risks to take into account when investing in Listed Infrastructure strategies
Please note that all investments are subject to market fluctuations. Investing in a Listed Infrastructure strategy may be subject to country risk and equity market risks and risks specific to the infrastructure market, which could negatively affect performance. Under unusual market conditions the specific risks can increase significantly. Historic data for similar investment vehicles indicates that the strategy can carry an aggressive level of risk. Potential Investors should be aware that changes in the actual and perceived fundamentals of a company may result in changes for the market value of the shares of such company. The strategy is allowed to invest in financial derivatives and (short-term) money market instruments. Currency exposures may be hedged. The value of your investment may fluctuate, past performance is no guarantee for the future. Do not take unnecessary risks. Before you invest, it is important that you are aware of and are informed about the characteristics and risks of investing. This information can be found in the available documents of the strategy and/or in the agreements that are part of the service you choose or have chosen.
Profile of the typical investor in Listed Infrastructure strategies:
The strategy may be suitable as a core or supplemental investment for those:
- interested in a convenient way of gaining exposure to global listed infrastructure companies (international equity markets);
- seeking long-term growth of their investment (5 years or longer);
- who can bear the possibility of significant losses, especially in the short term; and
- who have experience with the risks and rewards of equity investing.
Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.