Infrastructure for the energy transition

Stefan Grünwald is responsible for the Zukunfts-Thema Team focusing on Infrastructure. Among other things, this team is also exploring the question of how to systematically look for investment opportunities in this complex investment universe.

The answer: Identify megatrends (e.g. the energy transition, supply of raw materials, new mobility, digitalisation, etc.) and investigate how these impact various areas in the field of infrastructure. Doing so points to the investment opportunities of the future.