Digital Infrastructure Funds Plus Fund talks on the battery space

The tech sell off gives us a chance to think again about digital infrastructure as a theme plus a top fund manager in the battery space digs into his strategy

If I had to sit down and list my top themes for a fund investor, my guess is that digital infrastructure is somewhere near the top of that list. As I’ll explain, I see only exponential growth in demand for the various bits of the digital infrastructure space: mobile towers, data centers, fiber, and subsea. It’s also a real asset play, with some inflatio…