Insights

This is the 13th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Paris, Rome, Milan, Barcelona, Madrid and London, meeting with management teams from regulated utilities, renewables, communications and transport.

In this article, we outline the risks associated with political lobbying practices, consider best practice for avoiding these risks, and outline 4D’s approach to dealing with recent controversies.

Global investors often exclude emerging markets (EMs) from their investment universe due to perceived unacceptable risk. This article explores why 4D believes EMs are too important to continue to ignore in a global asset allocation, and why listed infrastructure is the perfect way to gain exposure to the long-term EM growth thematic.

This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Mexico and North America in January 2023.

After three years of restrictions, mass testing and rolling snap lockdowns under its ‘zero-COVID’ policy, China has officially signaled its intention to join the rest of the world in living with COVID.

While the macroeconomic outlook for 2023 remains uncertain, some green shoots have recently emerged. At 4D, we remain optimistic for infrastructure fundamentals in 2023 and beyond.

Flexible, diverse, predictable, and exposed to major global trends. In this Livewire article, Global Portfolio Manager and CEO/CIO, Sarah Shaw, tells journalist, Sara Allen, why infrastructure has it all. 

In March 2021, we explored green hydrogen in our Global Matters article, ‘Green hydrogen – a European case study’, amidst the growing excitement around hydrogen as a decarbonisation tool. We also recently had our first site visit to a green hydrogen plant, and heard how trials were progressing.

This is the 11th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Head of ESG and Senior Investment Analyst, as he travels through southern states in the US, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.