4d infrastructure

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.

In January 2023, I visited management teams from regulated utilities, renewables, and transport players across the Americas.

After three years of lockdowns, China has officially signaled its intention to join the rest of the world in living with COVID.

While the outlook for 2023 remains uncertain, some green shoots have recently emerged.

Flexible, diverse, predictable, and exposed to major global trends? 4D Infrastructure’s Sarah Shaw says this investment has it all.

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...

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...

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...

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....

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...

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,...

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...

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...

Greg Goodsell, 4D’s Global Equity Strategist, recently spoke to Bennelong Funds Management account director, Dave Whitby, about 4D's unique country review process –...

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...