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.
It seems a long time since desperate stimulus measures were hastily pushed through in the depths of the crisis to combat the recession. Yet much of the spending has still to be done. In fact, the bulk of government stimulus for infrastructure is set to be spent in 2010.
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