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Leveraging 3 decades of infrastructure knowledge
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IFM Investors is a unique organisation, almost exclusively focused globally on infrastructure, across debt and equity, with nearly 30 years of experience in the market.
When investing in infrastructure assets, we look across the range of equity and debt available, but understand that each asset class inherently offers the same risk and the same type types of opportunities.
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Infrastructure Debt - Learning 1
Essential assets can provide market cycle resilience - We lend to assets essential for the functioning of society – assets often able to perform regardless of the economic cycle. Whether lending to toll roads, power plants or port facilities, these are assets that are often the sole provider of a service to a community.
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Infrastructure Debt - Learning 2
A valuable role in portfolio construction - Infrastructure debt can fit into a variety of portfolio allocations - primarily private credit or real asset allocations. From a private credit perspective, it fits in well with the portfolio because it acts as a ballast.
The asset class can potentially perform through economic cycles, and dampen the volatility that an investor may see in their broader corporate portfolio due to the economic cycle.
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Infrastructure Debt - Learning 3
Experience helps to identify relative value - The investment team at IFM Investors has decades of experience in the infrastructure debt market. Our experience means we have seen that technology changes that occur within the broader society drive changes within the infrastructure world.
Our experience allows us to chart how the market has evolved, to understand where the opportunity set is and have an understanding of emerging trends.