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News and Views: Oil and geopolitics
4D Infrastructure
News & Views: Oil spikes and geopolitics – How does Global Listed Infrastructure fare?
In our 2025 Outlook piece, one of the main themes we were monitoring was elevated geopolitical risks. Among these risks, an oil price shock was flagged as having one of the highest likelihoods.
Articles 12 min read
26 June 2025
Chapter 6 The return you see, the risk you don't
Canopy Investors
The return you see, the risk you don’t
It’s not whether you’re right or wrong, but how much money you make when you’re right and how much you lose when you’re wrong. George Soros (quoted by Stan Druckenmiller), The New Market Wizards: Conversations with America’s Top Traders, 1994
Articles 5 min read
17 June 2025
Investment Perspectives: THinging about bonds
Quay Global Investors
Investment Perspectives: Thinking about bonds.....and the local school play
What’s happening in the bond market? We have some thoughts.
Articles 6 min read
12 June 2025
canopy-market-insights
Canopy Investors
Canopy Highlights - insights from our global research
With quarterly results now in for most of the companies we follow, we’ve compiled the latest Canopy Highlights—insights from our global research.
Articles 2 min read
27 May 2025
Trip Insight Asia 2025
4D Infrastructure
Trip Insights: Asia
This is the 18th edition of our Trip Insights series, where we share our travel experiences and on-the-ground perspectives from our company meetings and regional visits. It follows a recent research trip by Sarah Shaw, Global Portfolio Manager, and Chris James, Senior Investment Analyst, through Malaysia, Thailand, Hong Kong, China, the Philippines, and Indonesia.
Articles
16 May 2025
Think like an owner
Canopy Investors
Think like an owner
"In the short run, the market is a voting machine, in the long run it is a weighing machine." Benjamin Graham, The Intelligent Investor, 1949
Articles 6 min read
13 May 2025
Tariff chaos
Quay Global Investors
Investment Perspectives: The clear themes emerging from the tariff chaos
Through all the noise, we believe some important themes are emerging which are likely to last well beyond any potential forthcoming tariff compromise (or non-compromise).
Articles 8 min read
12 May 2025
4D news And Views: Resurgence of Nuclear Energy
4D Infrastructure
News & Views: The Resurgence of Nuclear Energy
Nuclear energy is undergoing a renaissance. While it has long been associated with images of devastation and disaster, it is now increasingly recognised as a crucial part of the global energy transition, offering a reliable solution to rising energy demand and decarbonisation efforts.
Articles 9 min read
5 May 2025
4d_news-and-views_250414_are-we-there-yet
4D Infrastructure
News & Views: Are we there yet?!
Trump’s tariff policies, the impact on the economy and global listed infrastructure.
Articles 8 min read
15 April 2025