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The Astute Investor

Foundations of success: Insights on long-term investing and infrastructure

Dec 16, 2024
31:56

In the latest episode of The Astute Investor Podcast, we feature an in-depth conversation with David Neal, Chief Executive of IFM Investors. Hosted by Kevin Wan Lum, Deputy Chief Investment Officer at LGT Crestone, this episode explores the dynamic world of infrastructure investing and the philosophy behind IFM’s $220 billion portfolio. David shares his journey from engineering to finance, offering unique insights into disciplined investment processes and long-term value creation. Together, they delve into the megatrends shaping infrastructure, from decarbonisation to digitisation, and the lessons learned from navigating challenges like the pandemic. Whether you're curious about infrastructure as an asset class, the benefits of a purpose-driven investment approach, or simply enjoy hearing from global financial leaders, this episode lays the foundation for insightful investing.

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