)
)
Panel: Asset class in focus - Satellite Connectivity Infrastructure
As demand for reliable, high-speed connectivity continues to grow, investors are increasingly evaluating the role of space-based networks alongside traditional terrestrial infrastructure. This session explores the rapidly evolving satellite connectivity sector, examining its potential as an emerging asset class and its place within the broader digital infrastructure landscape.
Join us for an insightful discussion, as we explore:
• How does the investment thesis for satellite networks compare with that of fibre infrastructure?
• Where do satellite solutions offer distinct advantages over terrestrial connectivity, and where does fibre remain superior?
• What are the most attractive opportunities across the satellite connectivity value chain?
• How should investors evaluate the capital intensity and return profile of satellite infrastructure projects?