M&G Global Listed Infrastructure fund manager Alex Araujo explains how he invests in businesses taking advantage of rising energy prices and why there is a big opportunity in the utilities’ sector at the moment. He also details the impact of Covid on the sector, including the paradigm shift towards digital infrastructure. Alex also talks us through the ongoing recovery in transport infrastructure but warns us that he still has some nagging concerns over the long-term success of airports. He also explains how he takes advantage of the rapid growth of e-commerce and why blockchain, crypto and healthcare are all likely to become part of the ‘evolving’ infrastructure trend.

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