Video
The opportunities and outlook for infrastructure investment
9 min watch
In this video of Kyle Mangini, IFM Investors’ Global Head of Infrastructure discusses the outlook for infrastructure in light of increased geopolitical uncertainty, how political changes impact the energy transition, where he sees the most potential for growth.
Kyle further highlights the growth opportunities stemming from capital expenditure opportunities across existing infrastructure portfolios, and how the approach can potentially add alpha to returns.
Meet the author
Kyle Mangini
Kyle is responsible for implementing IFM’s infrastructure investment strategy and has ultimate investment responsibility for IFM's global infrastructure strategies.
Related articles
3 min watch
Off the record, on the road: Our CSO’s latest private markets insights
Luba Nikulina, IFM Investors’ Chief Strategy Officer, discusses how private markets are viewed as an island of stability, even as investors contend with the uncertainty and volatility caused by tariffs and conflict in the Middle East.
3 min watch
Fed Wrap – Diminishing Uncertainty Supports Two Cuts Through 2025
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the June Fed meeting, the updated dot plot and summary of economic projections, and what it will take before the Fed decides to cut rates again.
3 min watch
Fed Wrap – Fed Holds in Anticipation of Economic Uncertainty
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York Ryan discusses the outcomes of the May Fed meeting, the Fed’s current wait-and-see approach with US data, and what they are looking at before making any policy related decisions.