Insights

Now that is money well spent!

Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate as they are asset classes that can leverage different economic environments, according to Bennelong Funds Management boutiques 4D Infrastructure and Quay Global Investors.

With the COP26 summit upon us, Sarah Shaw weighs in on decarbonisation.

Infrastructure, interest rates and inflation: 3 dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their correlation.

Sarah Shaw and Greg Goodsell (4D Infrastructure) speak with Dave Whitby (Bennelong Funds Management) about why 4D is looking forward to an inflationary environment in the global recovery; and how COVID is contributing to M&A activity in the listed infrastructure space.

4D Infrastructure has strengthened its investment team with the appointment of Gaspard Bidot to the position of investment analyst.

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further A$15.2 billion in new spending on major infrastructure projects, keeping the decade-long infrastructure investment program at A$110 billion. This will spearhead the Federal Government's efforts to boost both jobs and productivity in the COVID-affected national economy.

On 7 March 2021 the 4D Global Infrastructure Fund officially passed the five-year mark, returning 8.44 per cent p.a. since inception compared to our absolute benchmark’s 7.01 per cent p.a.*

Without significantly increased investment in infrastructure, the globe has no chance of reaching the Paris Agreement goal of Net Zero carbon emissions by 2050, according to Sarah Shaw, CIO of 4D Infrastructure.