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Articles
22 January 2021 19 min read

4D's 2021 Outlook

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before.
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Articles
26 October 2020 19 min read

Global Matters: US 2020 presidential election - What policy means for infrastructure investment

The November 2020 US presidential election is between two polarising individuals in Donald Trump and Joe Biden, who represent very different views and approaches to leading the US for the next four-ye
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Videos
8 October 2020 11 min watch

Fund In Focus: The 4D Global Infrastructure Fund

Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah Shaw, Chief Investment Officer at
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News
7 October 2020 4 min read

2020 Australian Federal Budget - infrastructure commentary

In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commi
Global matters
Articles
7 October 2020 21 min read

Global Matters: Decarbonisation and the infrastructure investment opportunity

The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a gr
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News
10 August 2020 2 min read

‘Recommended’ Lonsec rating and award commendation for 4D Infrastructure

Lonsec has upgraded its rating for the 4D Global Infrastructure Fund to ‘Recommended’
Global Matters Direct and listed infrastructure - complementary portfolio allocations
Articles
25 June 2020 16 min read

Global Matters: Direct and listed infrastructure - complementary portfolio allocations

In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed allocations complement each other in portfoli
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Podcasts
27 May 2020 15 min listen

Q&A with Sarah Shaw: airports, emerging markets and ESG

Hear from Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and CIO, discuss the impact of COVID-19 on infrastructure
Buy time looming
Articles
16 April 2020 21 min read

Global Matters: Global listed infrastructure - 'Buy' time looming?

In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sec
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