Insights

4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and Mark Jones (Senior Investment Analyst) compare and contrast NZ’s economic fortunes over the past decade with that of cross-ditch rival, Australia, asking the question: what can politicians in Australia learn from the NZ experience?

In this paper Greg Goodsell, Global Equity Strategist at 4D Infrastructure, ventures a little further into the tiger’s den to identify some of the incredible opportunities… and daunting challenges… facing this rapidly changing nation.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the current position and prospects of these two mighty nations. While China has led the growth charge over the past two decades, the Indian tiger is looming as a very real growth rival to its north eastern neighbour, with huge potential for both sustained development and broad based wealth creation.

While uncertainty surrounding China’s economic growth prospects have been a major contributor to recent market volatility, investors also need to keep their eyes on the longer term and identify permanent structural shifts in the global economy, Greg Goodsell, Global Equities Strategist at 4D Infrastructure said.

Over the past decade Australia has been let down by its federally elected politicians in the administration of fiscal policy. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, revisits a dismal decade of deficits, while also asking the question: is fiscal policy just too important to leave in the hands of elected politicians?

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the converging problems of excessive government debt and deteriorating population demographics in many parts of the developed world. Governments have some policy options, but there are no easy solutions and the problem is not going away.

Global listed infrastructure is a relatively new asset class, but it is becoming increasingly popular as an integral part of a truly diversified investment portfolio through its combination of attractive attributes.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the often quoted relationship between listed infrastructure stocks and rising interest rates

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the growth of global listed infrastructure as an asset class and why funding infrastructure investment around the world will become the domain of governments and private investors.