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
Off the record, on the road: Our CSO’s latest private markets insights
IFM Investors' Luba Nikulina discusses new research proposing policy reforms to unlock private pension capital for US infrastructure, drawing on decades of Australian investment experience.
10 min watch
Observations and opportunities in Private Credit
Video from IFM experts on experts the evolution of private credit, what’s driving today’s headlines, and how investors can distinguish between cyclical volatility and more structural risks.
3 min watch
Fed Wrap - Fed holds rate but highlights growing uncertainties
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the March Fed meeting, the updated dot plot and summary of economic projections, and the difficulty the Fed faces in policy decision making through 2026.
