Investment Theme
4D Infrastructure

The Federal Budget announced an eye catching national $100 billion infrastructure investment program over the next 10 years. All infrastructure spending is good infrastructure spending. Firstly, it lays the ground work for a pool of future privatisation candidates once the assets are fully developed. Secondly, simply investment into the nation’s... Show More

4D Infrastructure

The 4D investable stock universe is dispersed broadly around the globe. This necessitates our team travelling widely to call on companies, meet management and conduct site visits. This invariably provides a great insight into not only the specifics of the company being visited, but also a real perspective on what... Show More

4D Infrastructure

One of the most prevalent trends over the past 10 years has been the growth in internet data demand, as demonstrated by Cisco Systems’ visual networking index (VNI). According to Cisco, internet data demand will reach 278 exabytes per month in 2021 (compared to 96 exabytes per month in 2016... Show More

4D Infrastructure

If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host and fund, and which he personally described as ‘the project of the century’ that will... Show More

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