Content (51)
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White papersDispelling the myths of infrastructure debt
Investors have historically turned to infrastructure as a resilient private markets asset class. Many institutional investors focus on the equity side of the capital structure to generate yield with potential upside but often overlook the debt side.
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White papersPowering a more sustainable future: How renewables can advance the UN SDGs
We are pleased to share with you our Powering a more sustainable future: How renewables can advance the UN SDGs report. The report focuses on IFM’s infrastructure investments in the renewables and renewable natural gas (RNG) sectors and the role these companies play in contributing to certain United Nations Sustainable Development Goals (SDGs).
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White papersThe mid-market advantage in infrastructure investing
Private infrastructure fundraising surpassed the high watermark years of 2021-22 and reached nearly US$300 billion in 20251. This record milestone reflects robust institutional investor confidence and increasing allocations to infrastructure as an asset class.
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White papersBeyond the runway: How airports manage through rising jet fuel prices
Amid renewed geopolitical tensions in the Middle East, energy markets remain volatile. Jet fuel is more expensive, airlines are starting to face increased costs, and clients are asking what it means for airport assets. While a potential path to peace may emerge, this does not change the fundamentals of airport operations.
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White papersThe investing value of transition planning
For infrastructure companies, anticipating changes to climate and energy is far more than a risk management process; it can unlock cost efficiencies, operational resilience and support long-term value creation.
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White papersInfrastructure Horizons 2026
Global infrastructure is being redefined by powerful, long-term forces – from AI-driven connectivity to the needs of fast-growing cities. The Infrastructure Horizons series highlights the trends and opportunities set to influence investment thinking over the decade ahead.
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White papersPower demand back to growth. But is the grid ready?
For decades, the U.S. power sector operated within a stable paradigm of modest, predictable load growth. But that is shifting. A new wave of electricity demand growth is emerging, driven by AI data centers, electrification and a push for more domestic manufacturing.
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White papersEconomic Update June 2026
Global markets are navigating an increasingly uneasy mix of geopolitical risk and shifting macro fundamentals. The escalation in the Middle East has reintroduced a stagflationary impulse via higher energy prices, yet risk appetite has remained resilient. Equities have pushed to new highs even as long‑end bond yields have climbed to multi‑decade levels, reflecting inflation, fiscal and policy uncertainty.
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White papersInfrastructure outsourcing: Unlocking returns via scaled leasing
Infrastructure operators are increasingly separating ownership from operations to enhance flexibility and support long-term growth, unlocking attractive opportunities for institutional investors in scaled infrastructure leasing platforms.
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White papersDiscovering growth and return opportunities across the power sector: Unlocking scalable growth in power infrastructure
The power sector continues to evolve, driven by technological advancement, accelerated load growth and the need to upgrade legacy, capacity-constrained infrastructure.
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White papersMacro-factors revisited: an evolving approach to portfolio resilience
This paper revisits and builds upon our 2024 research on macro-factor exposures across public and private markets, with a particular focus on private infrastructure.
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White papersEnvisaging and enabling cities of the future
So said Edward Glaeser, an American economist and influential urban expert at Harvard University. Glaeser’s work has illuminated the ways in which cities could be humanity’s greatest invention and how their evolution can have cultural and economic impacts far beyond their immediate locations.
