410: 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. 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.

You can listen to 410: Keeping tabs on digital infrastructure online on Radio and Podcast. Open the player on this page to stream the available audio.

410: Keeping tabs on digital infrastructure is an episode from LGIM Talks.

This episode is 18:00 long.

This episode was published on May 28, 2026.

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