Insights

The 4D Global Infrastructure Fund (Unhedged) recently passed its tenth anniversary, delivering annualised returns of over 10% since inception[1]. Global Portfolio Manager Sarah Shaw reflects on what’s changed in the infrastructure world over that decade, what the next chapters look like, and why the core investment case remains as compelling as ever.

Our global infrastructure specialist reflects on a transformed investment landscape and the structural forces shaping the next decade.

In response to the re-emergence of inflation (core / trimmed mean) which has dogged Australian policy makers since COVID, last month the Reserve Bank of Australia (RBA) raised interest rates for a second time this year to 4.1%.

Join Ronan Kelleher, portfolio manager and founding partner at Skerryvore, as he shares insights from a recent visit to India that left the team with a renewed appreciation for the scale and momentum behind the country’s capital markets.

Rising oil prices, geopolitical tension, and cautious central banks are reshaping the fixed income landscape — and creating opportunity for patient investors.

At 4D Infrastructure, responsible investment is embedded across our investment and stewardship processes, reflecting our conviction that strong environmental, social and governance (ESG) practices support better long-term outcomes for investors and communities.

We recently returned from a trip to Mumbai, India’s financial hub, where we met 30 companies over one week. At first glance, the macroeconomic outlook for the world’s largest country by population looks encouraging. However, our conversations with a broad range of new businesses highlighted some important considerations for assessing the long-term investment opportunity in India.

Join Ian Tabberer, portfolio manager and a founding partner at Skerryvore, as he looks at the power of compounding - and why HDFC Bank, one of our largest Indian holdings, will likely continue to benefit from this.   .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }  

Join Nicholas Cowley, portfolio manager and a founding partner at Skerryvore, as he discusses why Indonesia’s long-term outlook is attractive, and how an alignment-first approach helps identify what Skerryvore believe to be good long-term investment opportunities.   .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }