Insights

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate all political affiliations. It represents a huge challenge for modern liberal democracies, as the risk of populism is severe political and economic disruption and stagnation.

In this article, 4D Infrastructure’s Peter Aquilina and Greg Goodsell review the US midstream sector and identify a number of changes underway which they believe will see the creation of real shareholder value over the medium term.

Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on the future for global infrastructure.

Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle, outlines 4D’s economic outlook for 2019, and explains why the actions of the US Federal Reserve will be key to how the year evolves.

This is the sixth in our series of Trip Insights, where we share those experiences. It follows a trip during 2018 when Peter Aquilina, 4D Global Senior Investment Analyst, completed an extensive company engagement and calling program in the United States meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities and Renewables.

This is the fifth in our series of Trip Insights. It follows three trips during 2018 when Sarah Shaw, 4D Global Portfolio Manager, completed an extensive company engagement and calling program in Latin America and Europe, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Transport (road, rail, air sea) and Communications Infrastructure.

Mark Jones, Senior Investment Analyst from 4D Infrastructure, explores the appeal of communications infrastructure, the difference between developed and emerging markets, and the possible upside from the transition to 5G.

While big institutional investors such as superannuation funds have long recognised the benefits of infrastructure as an investment option, retail investors often don’t believe they can readily access infrastructure projects without millions of dollars to invest ? but this shouldn’t be the case, says Sarah Shaw, CIO at 4D Infrastructure.

Sarah Shaw, Global Portfolio Manager at 4D Infrastructure, explores the connectivity between EM and infrastructure, addressing why the relationship is so positive. Given this, we believe investors seeking EM equity exposure should consider infrastructure as a portfolio allocation option.