Insights

Bennelong Account Director, Jodie Saw, speaks with Chief Investment Officer and Portfolio Manager, Sarah Shaw, about how infrastructure has been performing, 4D’s portfolio, and the opportunities for infrastructure growth despite a tumultuous few years.

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.

This is the 12th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Mexico and North America in January 2023.

After three years of restrictions, mass testing and rolling snap lockdowns under its ‘zero-COVID’ policy, China has officially signaled its intention to join the rest of the world in living with COVID.

While the macroeconomic outlook for 2023 remains uncertain, some green shoots have recently emerged. At 4D, we remain optimistic for infrastructure fundamentals in 2023 and beyond.

Flexible, diverse, predictable, and exposed to major global trends. In this Livewire article, Global Portfolio Manager and CEO/CIO, Sarah Shaw, tells journalist, Sara Allen, why infrastructure has it all. 

In March 2021, we explored green hydrogen in our Global Matters article, ‘Green hydrogen – a European case study’, amidst the growing excitement around hydrogen as a decarbonisation tool. We also recently had our first site visit to a green hydrogen plant, and heard how trials were progressing.

This is the 11th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Head of ESG and Senior Investment Analyst, as he travels through southern states in the US, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.

Europe has long been the leader in the global energy transition. In this piece, we look at how renewable policy development is accelerating in Europe, focusing specifically on offshore wind – one of the fastest growing renewable technologies. We also consider how the sector outlook is both evolving and exciting.