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
Articles
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.
Articles
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; (
Articles
23 September 2019
Trip Insights: Europe
This is the eighth in our series of Trip Insights where we share those experiences.
Webinars
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
Articles
7 July 2019
Trip Insights: Canada 2019
This is the seventh in our series of Trip Insights, where we share those experiences.
Articles
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.
Articles
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
Webinars
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.
