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Opportunities in listed infrastructure
Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on the future for global infrastructure.
Webinars
28 March 2019
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Global Matters: The outlook for global listed infrastructure investment in 2019 and beyond
Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle, outlines 4D’s economic outlook for 2019, and explains why the actions of the US Federal Reserve will be key to how the year evolves.
Articles
26 March 2019
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Trip Insights: United States North East & Mid West
This is the sixth in our series of Trip Insights, where we share those experiences. It follows a trip during 2018 when Peter Aquilina, 4D Global Senior Investment Analyst, completed an extensive company engagement and calling program in the United States meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities and Renewables.
Articles
14 January 2019
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Trip Insights: Latin America & Europe 2018
This is the fifth in our series of Trip Insights. It follows three trips during 2018 when Sarah Shaw, 4D Global Portfolio Manager, completed an extensive company engagement and calling program in Latin America and Europe, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Transport (road, rail, air sea) and Communications Infrastructure.
Articles
7 December 2018
Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment
Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment
Mark Jones, Senior Investment Analyst from 4D Infrastructure, explores the appeal of communications infrastructure, the difference between developed and emerging markets, and the possible upside from the transition to 5G.
Articles
7 November 2018
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Global infrastructure an overlooked opportunity
While big institutional investors such as superannuation funds have long recognised the benefits of infrastructure as an investment option, retail investors often don’t believe they can readily access infrastructure projects without millions of dollars to invest ? but this shouldn’t be the case, says Sarah Shaw, CIO at 4D Infrastructure.
News
29 August 2018
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Global Matters: Emerging markets and infrastructure - a natural partnership
Sarah Shaw, Global Portfolio Manager at 4D Infrastructure, explores the connectivity between EM and infrastructure, addressing why the relationship is so positive. Given this, we believe investors seeking EM equity exposure should consider infrastructure as a portfolio allocation option.
Articles
5 July 2018
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Trip Insights: Canada, April 2018
This is the fourth in our series of Trip Insights. It follows a trip in April 2018 when Mark Jones, 4D Senior Investment Analyst, completed an extensive company engagement and calling program in Canada over two weeks, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Rail, and Communications Infrastructure across a number of provinces and cities.
Articles
30 May 2018
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Global Matters: Is infrastructure a bond proxy?
Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets.
Articles
27 April 2018