Technology: Data demand drives digital infrastructure boom

There is no doubt that we are all spending more time in front of screens and COVID-19 lockdowns have only intensified this trend.

The implications have not been lost on institutional investors. This report looks at the growth in data centres, perhaps one of the best examples of a real asset that sits squarely in the concentric circles of real estate and infrastructure. 

We also assess investment opportunities in other technology sectors including fibre networks, 5G and hydrogen technology, and analyse how technology is impacting the logistics and office sectors.