Put 800 investors in a stockbrokers’ conference and you quickly find out what’s hot. Foot traffic and requests for one-on-one meeting requests do not lie.

This year, it is data centres – an intoxicating blend of artificial intelligence, technology, real assets, buyouts, energy transition and earnings growth. They appeal to thematic and growth investors, rile value investors, are big enough to interest the big end of town and are capital-hungry enough to be pitching to all-comers, pretty much constantly.