Trust Issues: Investing in digital infrastructure with CORD’s Steven Marshall — Kepler Trust Intelligence Podcast

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In this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure, about investing in digital infrastructure sector, including the opportunity in AI data centres, the latest on the Prague Gateway development and the diversification potential for investors.

00:00 Introduction 00:35 Buy, build & grow philosophy 01:58 Role of investment team 03:25 Evaluating new opportunities 05:45 Opportunities around AI 08:05 Role of edge data centres 10:01 Status of Prague Gateway 11:48 BT Ireland integration 13:55 Opportunities in 5G broadcast 16:35 Drivers of outperformance 18:03 Delivering capital growth 19:43 Thoughts on discount 21:41 Move to FTSE 250 22:49 Sensitivity to interest rates 23:34 Role in diversifying portfolio 25:05 Further information 25:17 Risk warning

Our latest note on CORD - https://www.trustintelligence.co.uk/investor/articles?fund_id=1808

CORD website - https://www.cordiantdigitaltrust.com/

Please note that this podcast was recorded on 7 October 2026.