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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.
US election2
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
Global matters
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
Global Matters Direct and listed infrastructure - complementary portfolio allocations
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
Buy time looming
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
Trip Insights: United States: North East, Mid West and the South
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
11 March 2020 1 min read

4D update on COVID-19

We believe the coronavirus issue will pass, but not without obvious and significant personal and economic pain including its impact on global growth.
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