Before specific companies are added to the 4D Global Infrastructure portfolio, they must clear several hurdles related to industry structure and competitive landscape, balance sheets, management performance and other factors. These are detailed in the following Expert Insights from Livewire, where Shaw also explains why her team gives equal consideration to individual companies’ environmental, social and governance scorecards, without favouring one element over another.
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.