Investment in IT-Infrastructure: Trends and Opportunities

Presented by

Citi; Greenhill; Morgan, Lewis & Bockius; and PJ Solomon

About this talk

While much of the global economy is shrinking, inevitably, as a result of Covid-19, IT and ICT infrastructure are increasingly attractive destinations for capital deployment for the wider investment community. In this session we explore: * Strategic asset acquisition, with particular attention to core markets rather than Tier 2 opportunities * No real negative shift in industry trends post-Covid19. Increasing M&A appetite and further consolidation forecast * Increasing movements on enterprise creation, aiming to gaining market share * Portfolio enlargement across the wider Telecomms spectrum * Divestment in DCs by the tower industry in order to raise funds – what are the consequences? * New investor typologies, new money: with traditional assets’ value being severely affected by Covid19, 2020/21 is finally the year of “data as the new oil” * Rethinking the value of projects that factor in clean, and reliable energy
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