Insights

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.

With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.

With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast will be published in two parts. Part 1 deals with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.

On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. In this News and Views blog, we outline what we expect from the Congress and, importantly, how it could influence existing and new infrastructure projects in China.

In this article, we outline some of the benefits included in the Inflation Reduction Act (IRA) spending package, and how they support infrastructure investment names in 4D’s universe.

This is the 10th 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 Rome, Milan, Zurich, Madrid, Paris, Frankfurt and London, meeting with management teams from regulated utilities, renewables, communications and transport.

Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions. Consistent with the old proverb ‘those who ignore history are doomed to repeat it’, Russia has created a long, drawn-out conflict with no real path to a resolution.

4D’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong’s Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opportunities presented in the asset class.