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US election2
26 October 2020

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

The November 2020 US presidential election is between two polarising individuals in Donald Trump and Joe Biden, who represent very different views and approache
8 October 2020

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 
Global matters
7 October 2020

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
Global Matters Direct and listed infrastructure - complementary portfolio allocations
25 June 2020

Global Matters: Direct and listed infrastructure - complementary portfolio allocation

In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed alloc
Buy time looming
16 April 2020

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, ou
Trip Insights: United States: North East, Mid West and the South
9 April 2020

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

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

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
11 March 2020

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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