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
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
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
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
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.