Growth drivers and trends across digital infrastructure assets; increased consumption and 5G, globalisation, IoT, and Gen AI. Transaction volumes, spreads, pricing, and ratings; market impacts to deal flow and views on investor appetite and appeal for stable, long-term cash flow assets. Assessing sector data and the outlook for performance and underlying collateral quality. ESG considerations for digital infrastructure focusing on environmental and social metrics; analysing the data, methodologies, and investor views.