Front & Center Podcast: Episode 55 – Data Center Debrief: Strong Demand Despite Recent Volatility

March 2025

On this episode of Front & Center, Senior Investment Strategist and Global Head of Sustainability Uma Moriarity is joined by Portfolio Manager Patrick Wilson and Managing Director and Head of Strategic Capital, Chad Burkhardt. Patrick and Chad, both well-versed in the Data Center sector, share their perspectives on everything from the sector’s fundamentals to the latest developments in AI technology and how these factors continue to drive the market.

“Data Center Debrief: Strong Demand Despite Recent Volatility” provides an overview of the data center sector, followed by an update on recent market conditions and what the team expects to see in the near term.