The cloud has a silver lining: How the pandemic is driving investor demand for data centres in Europe

Increased connectivity pushing progress at light speed

Our hunger for storing and processing data – most recently driven by the changes forced on households and businesses by the Covid-19 pandemic – has created an opportunity for investors seeking capital growth and income opportunities in assets that are enablers of big data.

For long-term investors, data centres have become an attractive investment opportunity and portfolio diversifier.  The asset class has become a vital cog in the infrastructure of the European economy, further increasing investor interest and incentivising data centre companies to look at how they can innovate to attract capital.  Co-location groups (traditional owners of data centres) are responding by "institutionalising" their operating models and evolving lease contracts to become more standardised. Digital enablers - where Europe holds its own against the US in technology Th...