IFM Update
Infrastructure assets are critical to meeting the needs of economies and communities now and in a low carbon future.
IFM Update
This article is Part Four of a four-part series of excerpts from our Infrastructure Outlook Report, which highlights some of the areas that we believe investors will hear a lot about.
IFM Update
Video: GCT Deltaport Expansion
Corporate

David Neal,
Chief Executive

Our 2022 report outlines how our responsible business approach, practices and outcomes continue to support our financial performance for our investors.
IFM Update
In this edition of our Fed Wrap Market Update, Ryan Weldon, from IFM’s Debt Investments Team in New York, discusses the US Federal Reserve’s decision to raise interest rates by another 75 basis points.
Debt Investments

John Carey,
Executive Director

Jacob Otto,
Debt Product Specialist

We believe the resilient nature of infrastructure debt investing extends to sub-investment grade issues, where reliable income can be generated if the higher credit risk is well understood.
Infrastructure
In this edition of IFM’s Monthly Economic Update, Chief Economist Alex Joiner discusses the continued aggressive monetary policy tightening by the US Federal Reserve and why Australia’s Reserve Bank has chosen a different path.
Debt Investments
In this edition of our Fed Wrap Market Update, Ryan Weldon, from IFM’s Debt Investments Team in New York, discusses the continued aggressive monetary policy tightening from the US Federal Reserve
Private Equity

David Odgers,
Executive Director

Harnessing the compelling opportunity we see to embed ESG considerations into the private equity value creation approach requires alignment of purpose, strategy and actions at the investment team and portfolio company levels.
Economic Update

Alex Joiner,
Chief Economist

Advanced economies continue to navigate a challenging environment. Inflation remains elevated and central banks have signalled that a painful period of adjustment lies ahead. Households are set to bear the brunt and recession risk is increasing.
Infrastructure
In this edition of IFM’s Monthly Economic Update, Chief Economist Alex Joiner discusses the possibility of a recession in the US and Australia in response to aggressive central bank policy tightening.
IFM Update
This article is Part Two of a four-part series of excerpts from our Infrastructure Outlook Report, which highlights some of the areas that we believe investors will hear a lot about.
Debt Investments

Andrew Beales,
Associate

Monetary policy tightening and rising interest rates have the potential to negatively impact asset backed securities as these financial instruments are usually backed by consumer loans. This has implications for credit portfolios.
IFM Update
Forcing funds to disclose valuations would not be in the interests of working people whose superannuation returns benefit from multibillion-dollar infrastructure investments.
Infrastructure

Michael Landman,
Executive Director

The positive linkages that some infrastructure assets have to inflation and economic growth can provide a natural hedge that may be sufficient to offset the negative valuation impacts of higher global interest rates.
IFM Update
In this edition of our Fed Wrap Market Update, Ryan Weldon, from IFM’s Debt Investments Team in New York, discusses the recent US Federal Reserve monetary policy meeting where rates were hiked another 75 basis points but the bond market rallied.
Infrastructure
In this edition of IFM’s Monthly Economic Update, Chief Economist Alex Joiner discusses the recent deterioration in the global growth outlook in response to mounting inflation and wage pressures.
Listed Equities

Laurence Irlicht,
Executive Director

We believe active corporate engagement coupled with targeted use of modest tracking error budgets can help enable ‘core’ Australian equity strategies to simultaneously satisfy Your Future, Your Super requirements and have a role in decarbonisation.
Infrastructure

IFM Investors

Rapid technological changes are challenging historical assumptions about how infrastructure assets are operated and designed, and shifting the way consumers interact with infrastructure companies.
Debt Investments
In this edition of our Fed Wrap Market Update, Ryan Weldon, from IFM’s Debt Investments Team in New York, discusses the US Federal Reserve’s aggressive 75 basis point tightening and the importance of future inflation data for the monetary policy outlook.