Secular tailwinds are creating opportunities in infrastructure debt
The investing landscape across all asset classes is likely to remain challenging over the next 12 months, given high inflation, rising interest rates and the possibility of a global recession. However, we believe infrastructure debt’s typical resilience to cyclical slowdowns will be a key theme over the year, along with two secular tailwinds continuing to drive transaction activity in the market – the strength of government infrastructure investment and the enormity of the investment required to fund the energy transition to decarbonise the global economy.
Meet the authors
David Cooper
David is head of IFM Investors’ infrastructure debt business in EMEA and Australia. He and his team are charged with sourcing infrastructure debt deals and conducting credit analysis of prospective investments, as well as management and marketing IFM Investors' capability in this speciality.
Jacob Otto
Jake is a debt product specialist at IFM Investors. Jake provides specialised support for debt client and prospective client relationships and product development across EMEA. During his 15 years in the investment management industry, Jake has been focused on public and private fixed income markets including infrastructure, government, credit, and currency working with clients across the globe. Prior to joining IFM, Jake worked at Wellington Management and Income Research + Management.
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