4d 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...

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...

In October 2020 we published a Global Matters article, Decarbonisation and the infrastructure investment opportunity, in which we discussed how investors wanting to...

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...

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...

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...

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...

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...