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
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
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November 2016 Magazine
AsianInvestor Magazine