About Abbie
Abbie is a senior member of the Infrastructure Portfolio Management Team, responsible for a broad set of portfolio construction, risk management and fund analysis outcomes across all of IFM Investors’ infrastructure products as well as asset management of Adelaide Airport.
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5 min read
インフラは次の嵐に耐えられるか？
現在の複雑なマクロ経済および地政学的環境において、投資家は、自らのエクスポージャーとダウンサイドの緩和手段を見直しています。世界貿易の大変動、高止まりする市場のボラティリティおよび景気後退リスクなどの背景を受けて、株式と債券という伝統的な分散特性は厳しい状況に置かれています。
10 min read
The infrastructure opportunity - Part One: the role of infrastructure in long-term resilient portfolios
As investors seek to navigate the post-COVID era, their focus is on building robust portfolios that are resilient to the long-term effects of market shocks and volatility. In this context, there lies an opportunity to expand traditional approaches to portfolio construction to include a greater allocation to unlisted infrastructure.
10 min read
The infrastructure opportunity - Part Two: Making the most of infrastructure allocation
Tapping into the full potential of unlisted infrastructure calls for disciplined acquisitions, considered portfolio construction and active asset management. These approaches must align with the attributes of different infrastructure assets and be driven by a long-term investment thesis.