Insights

Trump’s tariff policies, the impact on the economy and global listed infrastructure.

4D Infrastructure believes incorporating responsible investment into our investment and stewardship processes not only results in better ethical outcomes, but also enhances investment outcomes for our investors.

After a year of US economic supremacy, dozens of national elections and new records set in major equity markets, we consider what the year ahead could bring.

In this article, Peter Aquilina (Portfolio Manager – Sustainability), summarises the challenges and opportunities that the growing data centre load demand is providing for infrastructure companies globally.

In this article, we look at the impact of the first US-Chinese trade war in 2017-19, the tariff proposals in the current US election campaign, and their potential impact on global infrastructure stocks and sectors, both in the short term and over the longer term.

With so much to report from the trip, we split our insights into two parts. In part 1 of this piece, we highlighted some interesting political themes and observations from the trip that have influenced our ongoing investment in the region. In this second part, we explore the state of play for economics and infrastructure, as well as our portfolio positioning in LatAm.

This is the 17th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Latin America.

This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

CEO/CIO Sarah Shaw recently featured on Fear & Greed's Business News podcast.