Experience helps to identify relative value
The investment team at IFM Investors has decades of experience in the infrastructure debt market. Our experience means we have seen that technology changes that occur within the broader society drive changes within the infrastructure world.
We have witnessed the move from coal to natural gas, we saw a move into midstream and, more recently, the need to decarbonise and transition energy – a significant asset rotation into renewables to help ameliorate the issues around global warming.
Our experience allows us to chart how the market has evolved, to understand where the opportunity set is and have an understanding of emerging trends.