Listed Equities
IFM Update
In this edition, Ryan Weldon of IFM Investors Debt Investments team in New York discusses the outcomes of the May Federal Reserve meeting, the key points from the press conference and what to watch ahead of the next meeting.
IFM Update
We know the safe operation of infrastructure and creating safe workplaces require a continuous and vigilant focus. Safety roundtables are one of the safety-focused programs our Infrastructure team has implemented across the portfolio.
IFM Update
IFM Investors’ Chief Economist, Alex Joiner, Features in our Monthly Economic Update video discussing recent key developments in economies and markets globally.
Infrastructure

Shannon O’Keeffe,
Director, Social Responsibility

William Phillips,
Senior Associate, Asset Management

Nicholas Rivera,
Associate, Asset Management

Providing a safe workplace is a primary focus for infrastructure assets and for IFM as an asset owner.
Infrastructure

Kyle Mangini,
Global Head of Infrastructure

The transformational and interconnected themes set to shape the infrastructure market in 2023. Resilience will be tested, but there are reasons to be optimistic.
Infrastructure

Luba Nikulina,
Chief Strategy Officer

The role of infrastructure in institutional portfolios will continue to be a prominent theme for asset allocators in 2023, along with the increasing importance of managing the 'S' in ESG.
Infrastructure

Michael Landman,
Executive Director

The macro landscape has shifted to the point where a global recession is possible in 2023. While the infrastructure asset class is not immune to these challenges, we expect it to remain resilient.
Infrastructure

Nicole Zhang,
Senior Associate

Nicholas Rivera,
Associate, Asset Management

With growing awareness of social factor-related risks and opportunities, there are potential benefits to embedding I&D considerations in asset management activities.
Debt Investments

David Cooper,
Regional Head of EMEA

Jacob Otto,
Debt Product Specialist

We expect infrastructure debt's typical resilience to cyclical slowdowns to be a key theme in 2023, together with two secular tailwinds that are continuing to drive transaction activity in the market.
IFM Update
In this edition, Ryan Weldon of IFM Investors Debt Investments team in New York discusses the outcomes of the March Federal Reserve meeting, the key points from the press conference and what to watch ahead of the May meeting
Infrastructure
Infrastructure
Economic Update

Alex Joiner,
Chief Economist

Recession fears have eased substantially in recent months in response to a raft of stronger-than-expected economic data. But this threatens to keep inflation higher for longer. Central banks appear set to keep tightening policy until the data have turned.
Debt Investments

Kashi Trathen,
Associate Director, Debt Investments

The unwinding of the Reserve Bank of Australia’s Term Funding Facility and Bond Purchase Program is likely to have a significant effect on interest rate and bank funding markets.
IFM Update
Climate risk management has been a priority theme in our stewardship activities for several years, and the 2022 Australian AGM season was no exception.
IFM Update
Climate risk management has been a priority theme in our stewardship activities for several years, and the 2022 Australian AGM season was no exception.
IFM Update
IFM Investors in Australia has been certified as a Family Inclusive Workplace by Parents at Work and UNICEF Australia.
Infrastructure
Together with energy efficiency measures and switching from fossil fuel to electric-powered equipment and vehicles, increasing consumption of renewable energy is a strategy that we are implementing across our infrastructure portfolio.
Infrastructure
In this edition of IFM’s Monthly Economic Update, Chief Economist Alex Joiner discusses the policy risks that are emerging in 2023 as central banks continue tightening monetary policy.