410: Keeping tabs on digital infrastructure
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410: Keeping tabs on digital infrastructure
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Narrated by:
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By:
On this week’s episode of L&G Talks Asset Management, we sit down
with Achal Arora, Managing Director of Digital Infrastructure
Investments.
With digital infrastructure increasingly being seen as critical to
modern economies, Achal runs down some of the ongoing trends in the
sector and how investors should understand present dynamics.
Among topics discussed are the influence of artificial intelligence,
reasons for a current focus on data centres and why clean power
infrastructure and digital infrastructure are converging.
This podcast was moderated by Nick Jardine, Content Manager and was
recorded on 20 May, 2026.
Assumptions, opinions and estimates are provided for illustrative
purposes only. There is no guarantee that any forecast will come to
pass.