183. The pandemic has highlighted the importance of digital infrastructure to society

Schroder Digital Infrastructure co-manager Tom Walker talks us through the key elements of the asset class and how the pandemic has highlighted its importance in society today. He also tells us why further growth in the sector is essential to meet challenges like the move to 5G and the rise of cloud computing. Tom also runs through the growth seen in digital infrastructure in recent years and why demand will differ between developed and emerging economies going forwards. He also explains how the sector has met sustainability concerns head on.
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Schroder Digital Infrastructure seeks to take advantage of the necessity for a sustainable transition to a digital economy. Managed by Tom Walker and Hugo Machin, the fund invests in around 40 companies across both developed and emerging economies. The managers have over 20 years’ experience investing in digital infrastructure with this fund ideally positioned to tap into the post Covid-world and the exponential growth in the sector needed to provide future global economic growth.

What’s covered in this episode:

  • What are the three main building blocks behind digital infrastructure
  • Why people working in macro towers and data centres were considered key workers during the pandemic
  • Why digital infrastructure should be made available to everyone
  • How the upgrade to 5G and the rise of cloud computing and the Metaverse continue to put pressure on fixed pieces of infrastructure to push information around
  • How the demand for digital infrastructure in emerging markets differs from the developed world
  • The potential for robots who can help Japan’s elderly visit Doctors and hospitals
  • Tackling sustainability – how the companies they invest in are using renewable power to tackle sustainability concerns
  • Why the number of potential investments has to grow exponentially in the next few years
  • Will the greater demand come from the developed or emerging economies in the future?
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