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digital infra

The sudden move to remote working during the pandemic has underlined the need for greater digital infrastructure in rural areas.
With more investors now making a play for digital infra, how compatible are these assets with the sector’s ESG commitments?
A debate has been shaping up as to whether data centres are infrastructure or a type of warehouse within the real estate sector.
The long-term outlook for telecom towers looked promising before covid-19 but the virus pushed demand to an unprecedented peak.
Dedicated data centre funds gloss over whether the sector is real estate or infrastructure and LPs are committing plenty of capital.
The success of FTTH depends on a favourable regulatory environment but some investors are not convinced it justifies the risks.

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