Fibre, and defensive growth

In the midst of a turbulent private market landscape, investors are increasingly eyeing long-duration assets that remain resilient to market fluctuations. Fibre-optic cables are emerging as a potential safe haven, offering stability and steady returns amid volatility. This strategic pivot highlights a broader trend where defensive growth assets are gaining favor. The focus on fibre-optic infrastructure also underscores the importance of long-term infrastructure investments in supporting global connectivity and economic stability.