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Global matters
Articles
7 October 2020 21 min read

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 gr
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News
10 August 2020 2 min read

‘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
Articles
25 June 2020 16 min read

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 portfoli
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Podcasts
27 May 2020 15 min listen

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
Buy time looming
Articles
16 April 2020 21 min read

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 sec
Trip Insights: United States: North East, Mid West and the South
Articles
9 April 2020 18 min read

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.
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Articles
3 April 2020 4 min read

The impact of COVID-19 on emerging markets

How will the impacts of COVID-19 differ between emerging markets and their developed counterparts?
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News
1 April 2020 1 min read

First Zenith rating for 4D Infrastructure

Research house Zenith Investment Partners has given the 4D Global Infrastructure Fund a rating of ‘Approved’ in its first review of the Fund.
The-impact-of-the-oil-shock-on-North-American-midstream-assets
Articles
26 March 2020 13 min read

Global Matters: The impact of the oil shock on North American midstream assets

In this follow up article, 4D Senior Investment Analysts Peter Aquilina and Mark Jones revisit the North American midstream thesis, and stress test assumptions for a dramatically lower commodity price
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