4d infrastructure

Tim Snelgrove and Sarah Shaw of 4D Infrastructure unpack 2026’s key themes and what their global outlook means for infrastructure investing.

AI optimism collides with ageing grids, rising demand and energy risks. Sarah Shaw explains why infrastructure spend is unavoidable.

Power demand from data centres and onshoring is transforming US utilities and midstream assets and creating fresh value for investors.

4D Infrastructure CIO, Sarah Shaw, shares what went in, what came out, and what’s got her watching the US economy closely.

Geopolitics, oil and what it all means for markets and global listed infrastructure.

In the fourth of our five-part series covering our recent trip to Latin America, we look at the stock-picking opportunities in Mexico.

The economic outlook across this region was disparate and highly correlated to the political environment and outlook.

4D Infrastructure recently travelled through Asia - in this series we take you on the journey and highlight the opportunities as we see them

4D Infrastructure recently travelled through Asia - in this series we take you on the journey and highlight the opportunities as we see them

There are still long-term growth opportunities for infrastructure despite the current economic and geopolitical environment.