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Market Wraps
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
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Livewire Markets
Equities
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Divide
Fidelity International,
Fidelity International
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Buy Hold Sell: 8 winners, losers and best ideas across ASX
small-caps
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Liontown emerges from lithium winter as Kathleen Valley ramps
up
Anna Dadic,
Livewire Markets
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