Digital Infra Leaders Panel: Where will risk coalesce and returns emerge in 2027?

27 Jan 2027
Leadership Stage
M&A , Debt , Datacentre , Fibre , Telecoms , Tower & Wireless
  • Across datacentres, fibre, towers & emerging adjacencies, where are investors seeing the strongest risk-adjusted returns? And where is capital becoming harder to justify?
  • How are EBITDA multiples diverging within distinct asset classes? And why?
  • Which business models can still attract investment ahead of cashflow?
  • Where will risk concentrate? And which asset classes and geographies look most exposed?
  • How are equity process being delayed or derailed by debt processes?
  • How are investors adapting to longer hold periods and more limited exit routes?
  • Where are the best returns likely to come from over the next 12-24 months?
  • Which deal structures are we saying goodbye to? And which will we be seeing more of in the next 12 months?
  • Which market development would most materially change investment conviction in 2027?