Insights

Central bank interest rate cuts are a tailwind for infrastructure assets, especially parts of the utility sector which has been hard hit by the sharp rise in interest rates, according to Tim Snelgrove, investment director with 4D Infrastructure.

For investors looking to take advantage of the opportunities in emerging markets, infrastructure is an attractive way to do so and there is no better time than now, according to CEO/CIO and portfolio manager at 4D Infrastructure, Sarah Shaw.

4D Infrastructure has appointed Tim Snelgrove to the role of investment director, effective 29 May 2023. He will be based in Sydney and will report to chief investment officer, Sarah Shaw.  

4D has launched a new currency hedged fund, the 4D Global Infrastructure Fund (AUD Hedged) (‘the Hedged Fund’).

4D Infrastructure has appointed Matt Dell to the newly-created role of investment specialist to assist with growing the team’s footprint in distribution and marketing.

Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate as they are asset classes that can leverage different economic environments, according to Bennelong Funds Management boutiques 4D Infrastructure and Quay Global Investors.

4D Infrastructure has strengthened its investment team with the appointment of Gaspard Bidot to the position of investment analyst.

On 7 March 2021 the 4D Global Infrastructure Fund officially passed the five-year mark, returning 8.44 per cent p.a. since inception compared to our absolute benchmark’s 7.01 per cent p.a.*

Without significantly increased investment in infrastructure, the globe has no chance of reaching the Paris Agreement goal of Net Zero carbon emissions by 2050, according to Sarah Shaw, CIO of 4D Infrastructure.