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Responsible Investment and Stewardship Report: 2023
4D believes incorporating responsible investment into our investment and stewardship processes not only results in better ethical outcomes, but also enhances investment outcomes for our investors.
Articles 6 min read
22 February 2024
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Global Matters: Gridlock - the vital role of Australia’s transmission infrastructure
In this article, Christopher James (Senior Investment Analyst), analyses the drivers of electricity transmission investment, key challenges, potential solutions, and the broader investment opportunities within energy transition in Australia.
Articles 8 min read
21 February 2024
Global matters_2024 outlook
Global Matters: 2024 outlook
After a year of economic twists and turns, we consider what the year ahead could bring.
Articles 9 min read
18 January 2024
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Trip Insights: The US
This is the 14th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Senior Investment Analyst and Head of ESG, as he travels through New York, Houston, Tulsa, and Arizona, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.
Articles 12 min read
11 January 2024
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News & Views: The real risk of wildfires to US infrastructure investors
This article focuses on wildfires in the US, and their impact on utility companies in our universe.
Articles 5 min read
21 November 2023
GM article
Global Matters: Extreme weather risks and their impact on investors
In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.
Articles 16 min read
24 October 2023
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News & Views: China – the re-opening trade that never quite was
In this article, we explore why China’s re-opening has proven to be more fizzle than fireworks.
Articles 7 min read
25 September 2023
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Trip Insights: Europe
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.
Articles 16 min read
7 September 2023
Political lobbying risks
News & Views: Political lobbying risks in the US
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.
Articles 4 min read
21 July 2023