Mikkel Kjaersgaard, head of infrastructure at Industriens Pension, says the firm is maintaining a "business as usual" stance despite current geopolitical turbulence. He notes that the fund’s strategy remains focused on long‑term infrastructure assets, even as market volatility increases.

The Danish fund, with a capital base of €37bn, continues to prioritize high‑quality co‑investments and secondary market opportunities. Kjaersgaard stresses that the firm’s risk framework is designed to absorb short‑term shocks while preserving its long‑term investment thesis.

Kjaersgaard highlights the importance of disciplined sourcing and rigorous due diligence, especially when evaluating new projects in regions affected by political uncertainty. He also points out that the fund’s diversified geographic footprint helps mitigate concentration risk.

Overall, the interview underscores that Industriens Pension remains committed to its core infrastructure mandate, leveraging its scale and expertise to navigate turbulent conditions without compromising on returns.