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Latest
Buy Hold Sell
Livewire Live
Series
Buy Hold Sell
Expert Insights
Fund in Focus
Income Series
Listed Series
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Rules of Investing
Undiscovered Funds
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
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4d infrastructure
Latest news and analysis on 4d infrastructure
Education
March 08, 2023 06:30
Investment themes and opportunities for the Americas
In January 2023, I visited management teams from regulated utilities, renewables, and transport players across the Americas.
Sarah Shaw
4D Infrastructure
March 08, 2023 06:30
Education
February 23, 2023 07:45
China's re-opening: a macroeconomic perspective
After three years of lockdowns, China has officially signaled its intention to join the rest of the world in living with COVID.
Sarah Shaw
4D Infrastructure
February 23, 2023 07:45
Education
January 24, 2023 06:30
A 2023 macroeconomic outlook
While the outlook for 2023 remains uncertain, some green shoots have recently emerged.
Sarah Shaw
4D Infrastructure
January 24, 2023 06:30
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Rapid Fire
January 13, 2023 07:00
This could be the investment theme of the decade
Flexible, diverse, predictable, and exposed to major global trends? 4D Infrastructure’s Sarah Shaw says this investment has it all.
Sara Allen
Livewire Markets
January 13, 2023 07:00
Education
January 09, 2023 06:00
The demand for green hydrogen
In March 2021, we explored the use of green hydrogen in our article, Green hydrogen – a European case study, amidst the growing excitement around hydrogen as a...
Sarah Shaw
4D Infrastructure
January 09, 2023 06:00
Education
December 16, 2022 06:30
US infrastructure: Investment risks and opportunities
In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...
Sarah Shaw
4D Infrastructure
December 16, 2022 06:30
Education
December 06, 2022 07:00
The energy development opportunity for European offshore wind
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...
Sarah Shaw
4D Infrastructure
December 06, 2022 07:00
Education
November 04, 2022 06:30
Inflation podcast (part 2): The US Inflation Reduction Act
With inflation still the word on everyone’s lips, our podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment....
Sarah Shaw
4D Infrastructure
November 04, 2022 06:30
Education
October 13, 2022 11:37
China's 20th National Congress
On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. Given China’s global importance, the event will be closely monitored...
Sarah Shaw
4D Infrastructure
October 13, 2022 11:37
Education
September 12, 2022 06:30
Infrastructure: The countries and sectors best-placed in troubled times
In June, I went on a trip to Europe with Tasneef Rahman, Senior Investment Analyst at 4D, to meet with management teams from regulated utilities, renewables,...
Sarah Shaw
4D Infrastructure
September 12, 2022 06:30
Investment Theme
August 10, 2022 06:30
Podcast: interest rates, inflation and infrastructure
Last week I spoke with Bennelong Funds Management's Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the...
Sarah Shaw
4D Infrastructure
August 10, 2022 06:30
Investment Theme
August 05, 2022 06:30
Could the US Supreme Court's decision against the EPA derail decarbonisation efforts?
On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the...
Sarah Shaw
4D Infrastructure
August 05, 2022 06:30
Investment Theme
June 22, 2022 10:15
Podcast: Explaining 4D's country review process
Greg Goodsell, 4D’s Global Equity Strategist, recently spoke to Bennelong Funds Management account director, Dave Whitby, about 4D's unique country review process –...
Sarah Shaw
4D Infrastructure
June 22, 2022 10:15
Investment Theme
June 14, 2022 06:30
Why country risk matters
Right from the early origins of the 4D business, country risk was a key area that we thought needed to play a significant role in our investment process. As truly...
Sarah Shaw
4D Infrastructure
June 14, 2022 06:30
Investment Theme
June 09, 2022 12:18
The long-term prospects of natural gas and midstream assets
In October 2020 we published a Global Matters article, Decarbonisation and the infrastructure investment opportunity, in which we discussed how investors wanting to...
Sarah Shaw
4D Infrastructure
June 09, 2022 12:18
Investment Theme
May 19, 2022 15:10
Upcoming Australian federal election & its impact on infrastructure
The Australian federal election will be held on Saturday 21 May 2022 to elect the members of the 47th Parliament of Australia. The incumbent Liberal-National...
Sarah Shaw
4D Infrastructure
May 19, 2022 15:10
Investment Theme
April 07, 2022 11:49
The looming French presidential election & what it means for global infrastructure
The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April. In a likely...
Sarah Shaw
4D Infrastructure
April 07, 2022 11:49
Investment Theme
March 29, 2022 09:26
Opportunities in equity market volatility
In this wire, 4D senior investment analyst Tasneef Rahman shows how volatile markets often give rise to the best investment opportunities. Investors can overreact to...
Sarah Shaw
4D Infrastructure
March 29, 2022 09:26
Investment Theme
March 01, 2022 06:30
Labor’s plan for a 40% Aussie emissions cut by 2030
Achieving Net Zero carbon emissions is critical to long-term climate goals. After a prolonged period of a policy vacuum, Australia’s Net Zero commitment has received...
Sarah Shaw
4D Infrastructure
March 01, 2022 06:30
Investment Theme
February 16, 2022 13:40
7 investment forces to drive gains this year (and the forces that could derail them)
While the pandemic in all its forms will prevail longer than was initially hoped, the effective development and deployment of vaccines and treatments means the world...
Sarah Shaw
4D Infrastructure
February 16, 2022 13:40
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