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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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.