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Listen "Trust Issues: Investing in digital infrastructure with CORD’s Steven Marshall"
Episode Synopsis
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.
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.
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