Global infrastructure

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...

Working towards a net-zero emissions goal has become one of global finance's most important aspirations. The latest science suggests that to meet the Paris...

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...

During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as...

Infrastructure has a well-earned reputation as a portfolio diversifier, especially when inflation ticks up. This is a good thing at the moment because inflation is...

Infrastructure, interest rates and inflation: three dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their...

Think about some of Australia’s most prominent buildings, bridges, tunnels and railways. Now tell me how many of them have an ASX ticker. Not many, as Invest...

This financial year has been momentous for mergers and acquisitions in the ASX-listed infrastructure sector – and it's only October! Three proposed M&A transactions...

As the (very big) "furniture" off which telecom companies hang their technology, so-called macro towers are core to our mobile and data networks. The 4,000 towers...

The headquarters of Xcel Energy (NASDAQ: XEL), an electricity and natural gas company that operates across eight mid-western US states, lies just a few kilometres away...