Insights

This article focuses on wildfires in the US, and their impact on utility companies in our universe.

In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.

In this article, we explore why China’s re-opening has proven to be more fizzle than fireworks.

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.