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インフラ投資の機会と展望
9 min watch

IFMインベスターズのインフラ運用部門グローバルヘッドであるカイル・マンジーニより、地政学的な不確実性を踏まえたインフラセクターの見通し、政治的な変化がエネルギー移行に与える影響、そして成長の可能性が最も高いと考える分野について解説します。
また、既存のインフラ資産ポートフォリオにおける設備投資の機会から生まれる成長の可能性や、このアプローチが投資リターンの向上につながる可能性についても説明します。
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