Global infrastructure

The US economy is showing signs of accelerating growth. We discuss the impact of shelter costs in driving disinflation.

Why I believe emerging markets are too important to ignore and my view on the best way to gain exposure.

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?

When you are looking for consistent earnings, tried and true methods can pay off, particularly when it comes to this asset class.

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?

While the green transition is a dominant theme of our times, don't forget some of the lesser discussed themes for your portfolio.

I've recently sat down with Bennelong Account Director, Jodie Saw to talk about how infrastructure has been performing, 4D’s portfolio, and the opportunities for...

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

In an inflationary environment, you want to be aware of all your investment options. Is this myth standing in your way?

In a year where the market was down over 17%, these five global equity funds finished in the black.

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...

Mobile phone towers might not strike investors as too exciting until they look at the fundamentals and growth outlook for this vibrant sector.  In this piece,...

Australian listed property has ranked among some of the hardest hit sectors of the ASX since interest rates started rising earlier this year. But the changing macro...

With most of the developed world experiencing an energy crisis of varying degrees, investing in renewable energy has never been more in focus. The investment...

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...

Flughafen Wien AG (FLU) owns world-class assets – including Vienna International Airport, which handled some 32 million passengers in the year prior to covid. But...

An Australian pioneer of infrastructure investment, Lazard Asset Management's Warryn Robertson heads up a team managing more than $20 billion of assets. He lives and...

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...

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...