Insights

4D’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong’s Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opportunities presented in the asset class.

The latest trends in housing, retail and venture capital – and what they mean for investors.

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 Environmental Protection Agency (EPA), potentially limiting the agency’s ability to enforce actions to limit greenhouse gas (GHG) emissions.

4D has launched a new currency hedged fund, the 4D Global Infrastructure Fund (AUD Hedged) (‘the Hedged Fund’).

It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered. 

Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.

Bennelong’s Dave Whitby speaks with Greg Goodsell, 4D’s Global Equity Strategist, about 4D’s unique country review process – an integral part of the business’s investment process – and its impact on the portfolio.

“We call ourselves far-sighted and fair-minded investors, and we’re looking to invest with far-sighted and fair-minded companies.”

In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.