The global economy is being reshaped by digitalisation. This trend offers significant investment opportunities in infrastructure, particularly in data centres and telecommunication towers. In the first of our three mega-trend reports we dive deeper into the benefits and the challenges and risks for infrastructure investors.
Due to the ever increasing global demand for high-performance computing and data storage, the number of data centres being built and expanded is growing rapidly to meet this demand, while telecommunication towers are essential for expanding the necessary network coverage and capacity.
Investing in these areas can potentially provide stable cash flows, inflation protection, diversification, and alignment with sustainability trends. However, addressing challenges such as power availability, skilled labour shortages, supply chain constraints, and regulatory risks will be crucial for unlocking the full potential of this asset class.
Download the full report on our website for all the details.
The next reports into the impact of the mega-trends on infrastructure investing will be on decarbonisation and deglobalisation. Visit our website to receive the follow-up reports straight to your inbox.