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Trust Issues: Investing in digital infrastructure with CORD’s Steven Marshall
Description
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.