Data is growing at a pace that is expontential. The way we interact and use data is driving significant investment in this space, and it is increasingly accepted as an essential asset.
A defensive asset class
We expect the cycle to continue to mature in 2019, with the trends already underway gradually accelerating. Higher interest rates, tighter spreads, and slower growth will make for a more challenging operating environment.
Growing demand from private markets supports asset values while highlighting the discounts in listed markets.