Sector Investment 24 Hours

Last updated: March 24, 2026, 5:30 AM ET

Infrastructure Strategy & Execution

IFM Investors is shifting its infrastructure focus, with the firm’s vice-president of infrastructure, Vivien Cheung, advocating for an increased exposure to growth sectors where value-add opportunities can bolster existing core asset holdings. This strategic pivot comes as the sector navigates labor constraints, exemplified by Quinbrook’s move to establish an in-house Australian construction team to manage its pipeline of battery storage projects effectively. Elsewhere, the North American market shows mixed signals, with US data centre growth slowing by 50 percent, contrasting with a massive $5 billion regulatory sweetener secured by LS Power for a gas project.