Video
The opportunities and outlook for infrastructure investment
9 min watch
In this video of Kyle Mangini, IFM Investors’ Global Head of Infrastructure discusses the outlook for infrastructure in light of increased geopolitical uncertainty, how political changes impact the energy transition, where he sees the most potential for growth.
Kyle further highlights the growth opportunities stemming from capital expenditure opportunities across existing infrastructure portfolios, and how the approach can potentially add alpha to returns.
Meet the author
Kyle Mangini
Kyle is responsible for implementing IFM’s infrastructure investment strategy and has ultimate investment responsibility for IFM's global infrastructure strategies.
Related articles
3 min watch
Fed Wrap - Less guidance, more uncertainty
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the July US Federal Reserve (Fed) meeting, and how the meeting provided little insight into the Fed’s current thinking as it hopes to push markets to react to data rather than its commentary.
3 min watch
Fed Wrap – Warsh makes his mark as chairman
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the June US Federal Reserve (Fed) meeting, and how the meeting brought expected surprises and a hawkish tilt as Kevin Warsh took the podium for the first time as Fed Chair.
3 min watch
Fed Wrap – Split Fed see economic uncertainty
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the April US Federal Reserve (Fed) meeting, what the split votes and dissents mean for decision making moving forward, and what that market should expect from Kevin Warsh as the next Fed Chair.