Insights

CEO/CIO Sarah Shaw recently spoke to Relative Return's Maja Garaca Djurdjevic about how she set up 4D and how the sector can work to attract more women. 

4D believes incorporating responsible investment into our investment and stewardship processes not only results in better ethical outcomes, but also enhances investment outcomes for our investors.

In this article, Christopher James (Senior Investment Analyst), analyses the drivers of electricity transmission investment, key challenges, potential solutions, and the broader investment opportunities within energy transition in Australia.

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.

After a year of economic twists and turns, we consider what the year ahead could bring.

This is the 14th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Senior Investment Analyst and Head of ESG, as he travels through New York, Houston, Tulsa, and Arizona, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

This article focuses on wildfires in the US, and their impact on utility companies in our universe.

In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.

Global Portfolio Manager and CEO, Sarah Shaw, speaks with Bennelong Account Director, David Whitby, about the long-term growth opportunities for infrastructure despite the current economic and geopolitical environment.