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
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
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.
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,
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’.
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.
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
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.
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