Overview

Investing in a data centre should not be debated solely as “real estate” or “infrastructure”, but rather how it can improve the portfolio.

Every few years, markets tend to anoint a hot new trend, and this season is all about the total portfolio approach. But before we get carried away, let’s remember crop tops and vinyl records were once declared cutting-edge, too.

In reality, they are revivals. The same is largely true of TPA.

Source: https://www.afr.com/markets/debt-markets/time-for-australia-s-super-funds-to-rethink-how-they-invest-20260228-p5o6b8