Manoj Patel, Frank Greywitt, Jana Rietow,Juan Jose Gaitan, Rafael Aldama
As we are getting closer to the first full year of the pandemic, we would like to focus in detail in infrastructure, a sector that not only has proven resilient during this period but has even seen an acceleration in its underlying trends, bringing forward the digitalization process announced for years.
For this purpose, our experts would like to share with you our opinion on which investment strategies will have most potential in infrastructure in the near future, updating you on the current macro trends and especially focusing on Next Gen Infrastructure.
Besides, we will have the honor of hosting a representative of CELLNEX, who will share their insider’s perspective about the future in Infrastructure.
We will be happy to take questions and comments at the end of the call.
Welcome and opening remarks
Rafael Aldama, DWS Iberia Senior Sales
Macro review in Infrastructure
Manoj Patel, CFA, DWS Co-Head of Infrastructure Securities and Co-Lead Portfolio
Frank Greywitt, DWS Co-Head of Infrastructure Securities and Co-Lead Portfolio
Jana Rietow, DWS Investment Specialist Liquid Real Assets
Case study in Infrastructure: Cellnex & Telecommunications
Juan Jose Gaitan, Director of Investor Relations at Cellnex Telecom