This fund was launched on 31st May and looks to offer investors something different. They argue that this is not a fund of the future but more about a fund that is tapping into the fourth industrial revolution. This covers all aspects of our lives through work (SharePoint, slack, zoom), play (Netflix, Spotify, Twitch) and live (Ocado, ao.com, amazon).
All these need physical infrastructure to support them, whether it is data centres, digital networks, telecoms towers, 5G networks, urban logistics facilities or e-commerce fulfilment centres. This is not something that will slow:- data drives the creation of more apps, more apps create more data. More apps and more data require more bandwidth and more bandwidth requires more digital infrastructure….read more