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
11 March 2020 1 min read
4D update on COVID-19
We believe the coronavirus issue will pass, but not without obvious and significant personal and economic pain including its impact on global growth.
24 February 2020 10 min read
Global Matters: ESG at 4D
In this article, Sarah Shaw (Global Portfolio Manager & Chief Investment Officer) looks at: (1) the current state of play with Environmental, Social and Governance (ESG) issues around the world; (
23 September 2019
Trip Insights: Europe
This is the eighth in our series of Trip Insights where we share those experiences.
9 September 2019
Q&A with 4D Infrastructure
Watch Sarah Shaw, Global Portfolio Manager and Chief Investment Officer of 4D Infrastructure answer questions on the current situation in global markets; opportunities and threats to global listed inf
7 July 2019
Trip Insights: Canada 2019
This is the seventh in our series of Trip Insights, where we share those experiences.
9 May 2019
Global Matters: Populism & perish
Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate all political affiliations.
2 May 2019
Global Matters: The changing face of US midstream assets - Investment opportunity created
In this article, 4D Infrastructure’s Peter Aquilina and Greg Goodsell review the US midstream sector and identify a number of changes underway which they believe will see the creation of real sharehol
28 March 2019
Opportunities in listed infrastructure
Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on the future for global infrastructure.