Insights

In this recent interview with Anna Dadic from Livewire Markets, 4D's Sarah Shaw discusses tariff impacts and how the listed infrastructure universe can provide portfolio defensiveness and growth potential in uncertain times. 

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?

When you think of consistent earnings, what comes to mind? For Sarah Shaw, it comes down to a strict definition of the infrastructure universe and the characteristics that underpin earnings.

In many ways, the energy crisis was a catalyst for energy investing. So what do investors need to keep in mind?

Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, introduces 4D’s investment philosophy and strategy, and discusses why infrastructure is more than just a defensive asset allocation.

Investing involves risk. This is true for whatever assets you’re buying, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as listed infrastructure.

There's a huge multiplier effect of infrastructure investment, which flows into employment and economic recovery. Governments recognise that. So it enhances that that need to spend.

Whether you’re looking to branch out into equities after holding a heavy focus on fixed-income, or want to “de-risk” your existing stock exposures, infrastructure assets have a role to play in all balanced portfolios.

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 Sarah Shaw, Chief Investment Officer at 4D Infrastructure.