As central banks approach the end of their tightening cycle and the global economy rides out its third significant crisis in 15 years in the form of high inflation and rates, we examine how infrastructure remains resilient despite, and in some cases due to, these factors.
Meet the authors
Ashwin Mathur
Ashwin heads up the Infrastructure Portfolio Management Team, and is responsible for a broad set of portfolio construction, risk management and fund analysis outcomes across all of IFM Investors’ infrastructure products.
Abbie Sui
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.
Kalie Fung
Kalie 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 Port of Brisbane.
Related articles
Infrastructure: The times they are a-changin’
Economic Update March 2026
Batteries in the energy transition
