Transport
Traffic volumes across transport’s key verticals – road, rail, shipping and aviation – have rebounded since the pandemic, bringing fresh optimism to the sector, and there are plenty of investment opportunities, particularly with an eye to decarbonisation. With transport accounting for more than 20 percent of carbon emissions, this is more important than ever. Fortunately, from electric vehicles to sustainable aviation fuels, the market is developing solutions and driving progress forward.
Digital Infrastructure
Accelerated adoption of artificial intelligence is revolutionising digital infrastructure, from data centres to fibre to towercos. While AI itself is not new, many of its applications are, and demand for data centres is rocketing as providers look to support those applications. Thankfully, while AI is causing this increased demand, it may also be helpful in managing it, making businesses and assets more efficient. AI’s rapid development really does herald a new era. The future is here.