Video
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。
Meet the author
Related articles

3 min watch
Fed Wrap – Fed Cuts in Response to Weakening Jobs Data
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the September Fed meeting, the updated dot plot and summary of economic projections, and how the Fed will look to balance their dual mandate over the coming meetings

3 min watch
Fed Wrap – Fed Holds but Dissenters Challenge the Status Quo
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the July Fed meeting, the Fed’s view of the current state of the economy, and how the Fed will travers mounting political and internal pressure to cut.

3 min watch
Off the record, on the road: Our CSO’s latest private markets insights
Luba Nikulina, IFM Investors’ Chief Strategy Officer, discusses how private markets are viewed as an island of stability, even as investors contend with the uncertainty and volatility caused by tariffs and conflict in the Middle East.