Insights

The recent invasion of Ukraine by Russia was clearly a shocking event which, in 2022, was hoped would never happen again. At 4D, we are supporters of sanctions imposed on Russia and have reviewed our portfolio for Russian exposure (regardless of materiality), while conducting a deep dive into what this conflict means for the global infrastructure sector in the near and medium term.

Volatile markets often give rise to the best investment opportunities.

Achieving Net Zero carbon emissions is critical to long-term climate goals.

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.

4D Infrastructure has appointed Matt Dell to the newly-created role of investment specialist to assist with growing the team’s footprint in distribution and marketing.

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.

2022 is shaping up as potentially another challenging year, with the combined effects of the ongoing COVID crisis together with evolving inflationary pressures presenting governments and central banks around the world with some challenging policy decisions.

During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as well as fast-tracking decarbonisation of the economy to meet the challenge of global warming.