Dec 20, 20213 minLeft tail Right tailAt Infradebt we are not tied to investment labels. At the end of the day, all investing is investing. We believe the most important thing...
Dec 20, 20214 minAre Data Centres Infrastructure?Did you know that over 90% of the world’s data was created in the last 18 months to two years? That’s all electronic data ever created....
Dec 20, 20212 minInflation Inflation has been a tremendous focus for investors over the past few months. Lots of ink has been spilled by the pundits and we would...
Oct 7, 20214 minInvestment Moats: Infrastructure vs TechnologyAs investors, key questions we are always thinking about are “What is the competitive moat for a project?” and “How sustainable are the...