How to invest where consumer demand is set to explode
Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
The asset class that relishes high inflation and rising interest rates
When you think of consistent earnings, what comes to mind? For Sarah Shaw, it comes down to a strict definition of the infrastructure universe and the characteristics that underpin earnings.
Why the time for investing in energy is now, and three stocks to watch
In many ways, the energy crisis was a catalyst for energy investing. So what do investors need to keep in mind?
Introduction to 4D Infrastructure
Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, introduces 4D’s investment philosophy and strategy, and discusses why infrastructure is more than just a defensive asset allocation.
Because even “safe” stocks are risky: 7 steps to help spot red flags
Investing involves risk. This is true for whatever assets you’re buying, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as listed infrastructure.
A multi-trillion-dollar opportunity: 1 theme and 2 stocks on 4D's radar
There's a huge multiplier effect of infrastructure investment, which flows into employment and economic recovery. Governments recognise that. So it enhances that that need to spend.
"Essential" assets that probably belong in your portfolio
Whether you’re looking to branch out into equities after holding a heavy focus on fixed-income, or want to “de-risk” your existing stock exposures, infrastructure assets have a role to play in all balanced portfolios.
Fund In Focus: The 4D Global Infrastructure Fund
Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.
Why global infrastructure? An introduction to the 4D Global Infrastructure Fund
Sarah Shaw, Global Portfolio Manager and Chief Investment Officer, and Greg Goodsell, Global Equity Strategist, explain the benefits of investing in infrastructure and the specific opportunities available via the 4D Global Infrastructure Fund.