23 March 2021 18 min read
Global Matters: Green hydrogen - a European case study
While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment.
22 January 2021 19 min read
Global Matters: 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.
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
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
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
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
9 April 2020 18 min read
Trip Insights: United States: North East, Mid West and the South
This is the ninth in our series of Trip Insights, where we share those experiences.
3 April 2020 4 min read
The impact of COVID-19 on emerging markets
How will the impacts of COVID-19 differ between emerging markets and their developed counterparts?
26 March 2020 13 min read
Global Matters: The impact of the oil shock on North American midstream assets
In this follow up article, 4D Senior Investment Analysts Peter Aquilina and Mark Jones revisit the North American midstream thesis, and stress test assumptions for a dramatically lower commodity price