Macquarie Asset Management
Managing Director, Economist
Current issue - May 2022
*For investment professional and institutional investor use only. Not for use with the public.
Global internet traffic has expanded at a compound annual growth rate of 92 per cent between 1992 and 2020 and continues to grow rapidly.
Many of the exciting new applications require increased bandwidth and lower latency, creating demand for new and upgraded digital infrastructure.
Technologies such as 5G require densification of fixed and mobile networks.
There are plenty of opportunities to reduce emissions directly, while the sector may also enable emissions reductions in other sectors.
Demand for data has structural drivers and so has proved resilient to the economic cycle.
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