• Kempen Capital Management NV flagged supply chain disruptions as a structural shift from “just in time” toward “just in case” inventory strategies.
• The analysis argued the change raises the strategic value of infrastructure as firms seek resilience, redundancy, and capacity buffers.
• It pointed to higher demand for logistics-related infrastructure, upgraded transport networks, and more robust energy systems to support reshoring and stockpiling.
• Investment implications centered on infrastructure assets positioned to benefit from reconfigured supply chains and increased spending on reliability.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Kempen Capital Management NV published the original content used to generate this news brief on August 27, 2026, and is solely responsible for the information contained therein.