Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Podcast: Keeping tabs on digital infrastructure
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.
You can listen on Apple, Audioboom or Spotify.
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.
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