Global Digital Infrastructure and Connectivity – Outlook and Opportunities

Presented by

Andrew Lane, Dan Romanoff, and Jeff Spiegel

About this talk

We live in the age of hyperconnectivity. Technological advancements have enabled new communication vectors from human to human, human to machine, and machine to machine. With data traffic growing at an exponential rate, the importance of digital infrastructure will only continue to increase. Investors have expressed a clear desire to capitalize on this theme, as it will continue to drive rapid, transformational change. In this webinar we will discuss: • The future of digital infrastructure & connectivity • How Morningstar Research uniquely identifies companies that will benefit most from the evolution of infrastructure as a service (IaaS) and 5G technologies • How the Morningstar Global Digital Infrastructure and Connectivity Index enables investors to gain meaningful exposure to these two themes • A framework for how to think about including these innovative themes in investment portfolios Speakers: • Andrew Lane, Director of Equity Research – Strategic Indexes, Morningstar Indexes • Dan Romanoff, Equity Analyst, Morningstar • Jeff Spiegel, US Head of BlackRock Megatrend, International and Sector ETFs, BlackRock

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