Global Matters: 4D's 2021 Outlook
To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before. The impact of this was to push an otherwise pretty robust global economy into recession, force lockdowns and create social dislocation on a previously unimaginable scale.
Global Matters: US 2020 presidential election - What policy means for infrastructure investment
The November 2020 US presidential election is between two polarising individuals in Donald Trump and Joe Biden, who represent very different views and approaches to leading the US for the next four-year presidential term. The policy positions of the two parties are likely to have far-reaching impacts on the US and global economy; and specifically, infrastructure investment.
Fund In Focus: The 4D Global Infrastructure Fund
Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.
2020 Australian Federal Budget - infrastructure commentary
In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14 billion in ‘new and accelerated’ projects.
Global Matters: Decarbonisation and the infrastructure investment opportunity
The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a growing middle class in developing countries.
‘Recommended’ Lonsec rating and award commendation for 4D Infrastructure
Lonsec has upgraded its rating for the 4D Global Infrastructure Fund to ‘Recommended’
Global Matters: Direct and listed infrastructure - complementary portfolio allocations
In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed allocations complement each other in portfolio construction.
Q&A with Sarah Shaw: airports, emerging markets and ESG
Hear from Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and CIO, discuss the impact of COVID-19 on infrastructure
Global Matters: Global listed infrastructure - 'Buy' time looming?
In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sector and why we believe it will be central to the global economic recovery when it comes.