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Global-Matters-All-aboard-the-new-Silk-Road
Articles
27 June 2017

Global Matters: All aboard the new Silk Road

If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host an
Infrastructure-a-3-trillion-opportunity-for-all-market-cycles
Articles
23 May 2017

Infrastructure a $3 trillion opportunity for all market cycles

The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and
Global-Matters-The-emerging-middle-class-and-its-implications-for-global-investment
Articles
13 April 2017

Global Matters: The emerging middle class and its implications for global investment

In our September 2016 Global Matters ‘Young tiger stalks ageing dragon’ we compared and contrasted India and China in terms of their economic and social development.
Global-Matters-An-all-black-performance
Articles
31 January 2017

Global Matters: An All Black performance... just not in rugby!

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,
4D-banner-insights
News
19 January 2017

4D rated 'Favourable' by SQM

SQM Research (SQM) has rated the 4D Global Infrastructure Fund (the Fund), which was launched in March 2016, as ‘Favourable’.
Global-infrastructure-a-US60-trillion-opportunity-for-investors
Articles
10 November 2016

Global infrastructure a $US60 trillion opportunity for investors

“Listed infrastructure offers real potential for investors looking for long-term, defensive investments with an attractive yield,” says Greg Goodsell of 4D Infrastructure.
Global-Matters-Inside-the-tigers-den
Articles
2 November 2016

Global Matters: Inside the tiger's den

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… fa
Global-Matters-Young-tiger-stalks-ageing-dragon
Articles
5 September 2016

Global Matters: Young tiger stalks ageing dragon

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the current position and prospects of these two mighty nations.
slumbering-tiger-wakes
Articles
1 September 2016

Slumbering tiger wakes

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 perman
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