How to benefit from one of the mega trends of our time

Steef Bergakker, portfolio manager of Robeco Infrastructure Equities, expects constructors of infrastructure to profit from heavy stimulus spending, new build in emerging markets and modernisation in the developed world.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  44%
 
Underweight EMs
  7%
 
Raise cash levels
  19%
 
No change
  14%
TOTAL VOTES: 149
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December 2016/January 2017 Magazine
AsianInvestor Magazine