Insights

4D Infrastructure’s Sarah Shaw and Greg Goodsell discuss the characteristics of global infrastructure, the increasing global need for investment in the sector, and the exciting opportunities this presents.  

Over the past decade Australia has been let down by its federally elected politicians in the administration of fiscal policy. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, revisits a dismal decade of deficits, while also asking the question: is fiscal policy just too important to leave in the hands of elected politicians?

The impending Brexit vote on European Union (EU) membership on 23 June 2016 will be a defining moment for Britain and Europe, and could have significant ramifications for global equity markets. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines whether Brexit may be a catalyst for further EU exits, with Italy a possible candidate.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the converging problems of excessive government debt and deteriorating population demographics in many parts of the developed world. Governments have some policy options, but there are no easy solutions and the problem is not going away.

Global listed infrastructure is a relatively new asset class, but it is becoming increasingly popular as an integral part of a truly diversified investment portfolio through its combination of attractive attributes.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the often quoted relationship between listed infrastructure stocks and rising interest rates

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the growth of global listed infrastructure as an asset class and why funding infrastructure investment around the world will become the domain of governments and private investors.

A lack of public investment in infrastructure has been a feature in both developed and emerging economies over the past 30 years. But a combination of an historical underspend, an emerging middle class that will continue to demand more and better infrastructure, and governments with fragile fiscal positions has set the scene for significant private investment in infrastructure in the future.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at why the much needed increased investment in infrastructure, covered in Part 1 of this series, will lead to both an increase in government asset privatisations, and a bigger role for public equity markets in the funding solution.