Evolving portfolios for the new paradigm: the case for private infrastructure
In this paper, we discuss prominent themes impacting the longer-term investment outlook, and we highlight strategies that investors may consider to navigate an increasingly complex forward view. Applying a sophisticated ensemble asset allocation model, we assert that an evolved style of portfolio construction, to include both private infrastructure equity and debt, can lead to a more robust, better-diversified portfolio and potentially improved risk-adjusted returns.
Meet the authors
Alex Joiner
Alex Joiner is Chief Economist at IFM Investors. He is responsible for the firm’s economic, financial market and geopolitical risk analysis that is key in IFM’s investment process. In this capacity he engages with IFM’s domestic and global clients on macro-investment trends and themes.
Frans van den Bogaerde
Frans supports the Chief Economist with the firm’s economic, financial market, and policy analysis and forecasting. He holds a Bachelor of Commerce (Finance & Economics) with Honours in Finance (First Class) from the University of Melbourne.
Lea Jurkovic
Lea supports the Chief Economist with the firm’s economic, financial market, and policy analysis and forecasting. She holds a Bachelor of Arts (Japanese studies) and Bachelor of Economics (Economics and Econometrics) with Honours in Economics (First Class) from the University of Sydney.
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