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A valuable role in portfolio construction
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Infrastructure debt can fit into a variety of portfolio allocations - primarily private credit or real asset allocations. From a private credit perspective, it fits in well with the portfolio because it acts as a ballast.
The asset class can potentially perform through economic cycles, and dampen the volatility that an investor may see in their broader corporate portfolio due to the economic cycle.
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Infrastructure Debt - Learning 3
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.
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