Closer dive in valuations for digital infrastructure assets - Much like the global health of the financial markets are affecting traditionally protected assets, they have the potential to truly affect newer, shorter termed contracts.
How does this interest rate and valuation changes affect digital assets? How long will it last?
How are themes of convergence between assets changing the landscape of how projects are delivered?
Supply chain in digital infrastructure – is this a more secure asset class with opportunities in nearshoring? Or just as impacted as any other market?