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Sascha Hasterok, sind Infrastruktur-Aktien die besseren Tech-Werte? episode artwork

EPISODE · May 6, 2026 · 25 MIN

Sascha Hasterok, sind Infrastruktur-Aktien die besseren Tech-Werte?

from For Professional Investors Only · host Christoph Fröhlich & Malte Dreher

Infrastruktur als Investment-Thema ist zurück – und zwar mit Wucht. Sascha Hasterok, Portfolio Advisor bei Wellington Management, erklärt im Gespräch mit Malte Dreher, warum der Sektor gerade eine strukturelle Neubewertung erlebt. Vom maroden deutschen Stromnetz bis zum US-amerikanischen KI-Rechenzentren-Boom: Was steckt hinter dem wachsenden Investoreninteresse? Welche Rolle spielt die Energieversorgung für den Standortwettbewerb? Und welchen Denkfehler machen Anleger beim Thema Infrastruktur immer noch.

Episode metadata supplied by the publisher feed · Published May 6, 2026

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Sascha Hasterok, sind Infrastruktur-Aktien die besseren Tech-Werte?

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