Infrastructure: Stable, scalable and in demand

For institutional investors worried about long-term market volatility, infrastructure appears something of a panacea, offering diversification, stability and yield. And yet as the asset class matures, infrastructure is proving it can deliver more than just resilience. Across several rapidly developing sectors, there is growing recognition that infrastructure has the potential to deliver strong risk-adjusted returns. 

In this piece – originally published in Pension & Investments – IFM’s Andrea Mody (Head of North America, Clients and Strategy) looks at what’s driving interest in infrastructure among long-term investors. If allocating to private infrastructure stands to offer both ballast and buoyancy, then what’s behind this? As well as looking at the global megatrends creating powerful tailwinds for the asset class, Andrea delves into key elements of IFM’s investment approach. 

Developed in partnership with Pensions & Investments, this article was first published on 1 September 2025.