Trip Insights: United States: North East, Mid West and the South
This is the ninth in our series of Trip Insights, where we share those experiences. It follows a trip during February/March 2020 when Peter Aquilina, 4D 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.
The impact of COVID-19 on emerging markets
How will the impacts of COVID-19 differ between emerging markets and their developed counterparts?
First Zenith rating for 4D Infrastructure
Research house Zenith Investment Partners has given the 4D Global Infrastructure Fund a rating of ‘Approved’ in its first review of the Fund.
Global Matters: The impact of the oil shock on North American midstream assets
In this follow up article, 4D Senior Investment Analysts Peter Aquilina and Mark Jones revisit the North American midstream thesis, and stress test assumptions for a dramatically lower commodity price environment and an overall slower global growth scenario – to determine whether in reality the fundamentals/earnings will prove to be infrastructure (or not) and if this collapse represents a buying
4D update on COVID-19
We believe the coronavirus issue will pass, but not without obvious and significant personal and economic pain including its impact on global growth.
Global Matters: ESG at 4D
In this article, Sarah Shaw (Global Portfolio Manager & Chief Investment Officer) looks at: (1) the current state of play with Environmental, Social and Governance (ESG) issues around the world; (2) corporate controversies that defined 2019; and (3) our approach to incorporating ESG factors into our investment process, demonstrating why ESG is so important to 4D.
Trip Insights: Europe
This is the eighth in our series of Trip Insights where we share those experiences.
Q&A with 4D Infrastructure
Watch Sarah Shaw, Global Portfolio Manager and Chief Investment Officer of 4D Infrastructure answer questions on the current situation in global markets; opportunities and threats to global listed infrastructure; how 4D’s portfolio is currently positioned and more.
Trip Insights: Canada 2019
This is the seventh in our series of Trip Insights, where we share those experiences. It follows a trip in 2019 when Mark Jones, Senior Investment Analyst, completed an extensive company engagement and calling program in Canada, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables and Transport (road, rail, air and sea).