Biography:

Alex Araujo joined M&G’s equity income team in July 2015 and became co-deputy manager of the M&G Global Dividend strategy in April 2016. He has been manager of the M&G Global Listed Infrastructure strategy since it was launched in October 2017, and was appointed manager of the M&G Global Themes strategy in January 2019. Alex has 25 years of experience in financial markets, having previously worked at UBS and BMO Financial Group. He graduated from the University of Toronto with an MA in economics and is a CFA charterholder.

Presentation overview:

Listed Infrastructure - Thematic opportunities for the modern age

Infrastructure’s attraction as a source of reliable cashflows is widely accepted, with the listed sphere providing a liquid avenue to access the long-term revenues generated by society’s critical assets. At M&G, we strongly believe that listed infrastructure offers more than defensiveness, liquidity and inflation protection. The asset class is at a tipping point. Infrastructure is on the cusp a major growth trajectory as a beneficiary of fiscal stimulus, as well as powerful structural trends, such as renewable energy, clean transport and digital connectivity, which will drive significant and sustainable growth for decades to come. These global themes are enduring, in our view, and provide a wide array of opportunities to deliver capital growth and rising income for long-term investors.

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