Originally published May 17, 2022
Data have become the core currency of the digital economy, and data use continues to grow exponentially. Confined to cell phone towers just a decade ago, the digital infrastructure asset class has expanded in recent years as the world has become increasingly dependent on the use of interconnected data.
While digital infrastructure opportunities may be piquing the interest of more investors looking to take advantage of these trends, the asset class is hardly homogeneous and can be tricky to navigate, making the case for specialist management expertise.
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The views expressed represent the investment team’s assessment of the market environment as of May, 2022, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice.
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