About Abbie
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.
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6 min read
Can infrastructure weather the next storm?
In today’s complex macroeconomic and geopolitical environment, investors are reviewing their exposures and downside mitigations. A backdrop of upheaval in global trade, elevated market volatility and recession risks has challenged the traditional diversification properties of equities and bonds.
5 min read
インフラは次の嵐に耐えられるか？
現在の複雑なマクロ経済および地政学的環境において、投資家は、自らのエクスポージャーとダウンサイドの緩和手段を見直しています。世界貿易の大変動、高止まりする市場のボラティリティおよび景気後退リスクなどの背景を受けて、株式と債券という伝統的な分散特性は厳しい状況に置かれています。
10 min read
The infrastructure opportunity - Part One: the role of infrastructure in long-term resilient portfolios
As investors seek to navigate the post-COVID era, their focus is on building robust portfolios that are resilient to the long-term effects of market shocks and volatility. In this context, there lies an opportunity to expand traditional approaches to portfolio construction to include a greater allocation to unlisted infrastructure.
