Gravis says AI-driven demand lifts outlook for data centers, towers, logistics REITs

Bitget2026/09/28 17:34

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

Gravis Capital Management analysis flagged rising investor interest in listed digital infrastructure landlords tied to AI, 5G, cloud computing, e-commerce.
Data center demand seen accelerating; JLL projected global workload to rise by more than 100 GW by 2030, driven by AI adoption.
Fund strategy broadened in May 2026 to include short-dated, investment-grade corporate bonds to lift income, reduce volatility.
Bonds capped at 20% of the portfolio; initial allocation ran 15%-16% across six issuers already held in equities.
Example pricing cited: Goodman 4.25% bond maturing in 2030 offered a yield pickup of more than 4% at purchase.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on September 27, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

Gravis says AI-driven demand lifts outlook for data centers, towers, logistics REITs

You may also like

Crypto prices