Van Lanschot Kempen Investment Management

How inflation proof is infrastructure really?


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Inflation – last year 2.7% in Europe – creeping up may not have kept you awake last year as the market believed it was transitory. Now it's 8.1% ; as an investor it’s a concern that we can’t ignore.

As investors we’re looking for inflation protection.
Infra is mentioned as providing inflation protection, but let’s dig into that – we can see it doing well while the inflation concerns are here – one of the few strategies up while the market is down.

In this podcast we will tackle the question: how inflation proof is Infrastructure really and where do we, as investors, need to look out for?  

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Van Lanschot Kempen Investment ManagementBy Van Lanschot Kempen Investment Management