Insights

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.

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?

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.  

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.

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.

This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Mexico and North America in January 2023.

After three years of restrictions, mass testing and rolling snap lockdowns under its ‘zero-COVID’ policy, China has officially signaled its intention to join the rest of the world in living with COVID.