Fund In Focus: The 4D Global Infrastructure Fund
Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.
Global Matters: Decarbonisation and the infrastructure investment opportunity
The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a growing middle class in developing countries.
2020 Australian Federal Budget - infrastructure commentary
In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14 billion in ‘new and accelerated’ projects.
‘Recommended’ Lonsec rating and award commendation for 4D Infrastructure
Lonsec has upgraded its rating for the 4D Global Infrastructure Fund to ‘Recommended’
Global Matters: Direct and listed infrastructure - complementary portfolio allocations
In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed allocations complement each other in portfolio construction.
Q&A with Sarah Shaw: airports, emerging markets and ESG
Hear from Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and CIO, discuss the impact of COVID-19 on infrastructure
Global Matters: Global listed infrastructure - 'Buy' time looming?
In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sector and why we believe it will be central to the global economic recovery when it comes.
Trip Insights: United States: North East, Mid West and the South
This is the ninth in our series of Trip Insights, where we share those experiences. It follows a trip during February/March 2020 when Peter Aquilina, 4D 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.
The impact of COVID-19 on emerging markets
How will the impacts of COVID-19 differ between emerging markets and their developed counterparts?