Insights

In this article, we explore why China’s re-opening has proven to be more fizzle than fireworks.

This is the 13th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Paris, Rome, Milan, Barcelona, Madrid and London, meeting with management teams from regulated utilities, renewables, communications and transport.

In this article, we outline the risks associated with political lobbying practices, consider best practice for avoiding these risks, and outline 4D’s approach to dealing with recent controversies.

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.

Global investors often exclude emerging markets (EMs) from their investment universe due to perceived unacceptable risk. This article explores why 4D believes EMs are too important to continue to ignore in a global asset allocation, and why listed infrastructure is the perfect way to gain exposure to the long-term EM growth thematic.

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?

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.

In many ways, the energy crisis was a catalyst for energy investing. So what do investors need to keep in mind?

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.