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4D podcast: the unique investment opportunity in global listed infrastructure

Join 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, as she discusses the current opportunities in the infrastructure sector with Jodie Saw, Account Director Investments (QLD) at Bennelong Funds Management.

Global infra

“We believe the longer-term infrastructure investment opportunity remains intact and has actually been enhanced by COVID-19. Infrastructure offers defensiveness with economic diversity. These attributes, coupled with a significant growth pipeline, create a very attractive long-term thematic for the sector despite the near-term concerns of COVID-19.”

 

 

  • 0:49 – How data continues to show the defensive characteristics of listed infrastructure (even after a tumultuous year)
  • 3:01 – Why the team believes the longer-term infrastructure investment opportunity has actually been enhanced by COVID-19
  • 5:49 – The significant buying opportunity in airports right now
  • 7:48 – 4D’s view on interest rates and inflation in the coming year, and the impact on infrastructure assets
  • 9:42 – A reminder on infrastructure’s two main sub-sectors – regulated utilities and user-pay assets – and how they are likely to perform in 2021
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