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.
Infrastructure is the key to entering emerging markets
For investors looking to take advantage of the opportunities in emerging markets, infrastructure is an attractive way to do so and there is no better time than now, according to CEO/CIO and portfolio manager at 4D Infrastructure, Sarah Shaw.
Global Matters: The importance of emerging markets to the infrastructure opportunity
Global investors often exclude emerging markets (EMs) from their investment universe due to perceived unacceptable risk. This article explores why 4D believes EMs are too important to continue to ignore in a global asset allocation, and why listed infrastructure is the perfect way to gain exposure to the long-term EM growth thematic.
How to invest where consumer demand is set to explode
Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
The asset class that relishes high inflation and rising interest rates
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.
Why the time for investing in energy is now, and three stocks to watch
In many ways, the energy crisis was a catalyst for energy investing. So what do investors need to keep in mind?
Tim Snelgrove joins 4D Infrastructure as investment director
4D Infrastructure has appointed Tim Snelgrove to the role of investment director, effective 29 May 2023. He will be based in Sydney and will report to chief investment officer, Sarah Shaw.
4D podcast: The golden opportunities for infrastructure in a challenging environment
Bennelong Account Director, Jodie Saw, speaks with Chief Investment Officer and Portfolio Manager, Sarah Shaw, about how infrastructure has been performing, 4D’s portfolio, and the opportunities for infrastructure growth despite a tumultuous few years.
Introduction to 4D Infrastructure
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.