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

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

In this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure, about the investment case for the digital infrastructure sector, including capturing the AI opportunity, the new Prague Gateway development and the key drivers behind the trust’s outperformance.

00:00 Introduction 00:40 Buy, build & grow philosophy 02:21 Importance of operational control 03:23 Skin in the game 04:21 Capturing upside in AI 08:12 Prague Gateway development 10:40 Key opportunities in fibre 12:36 The future of broadcast infrastructure 16:54 Drivers of outperformance 19:40 Financing future growth 21:08 Overview of investment case 23:36 Further information 23:56 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 3 December 2025.