4D Infrastructure
News & Views: The energy development opportunity for European offshore wind
Europe has long been the leader in the global energy transition. In this piece, we look at how renewable policy development is accelerating in Europe, focusing specifically on offshore wind – one of the fastest growing renewable technologies. We also consider how the sector outlook is both evolving and exciting.
Quay Global Investors
Investment Perspectives: No, bond vigilantes don’t exist for a monetary sovereign
The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the issuer[1]. So, are they a factor in the current market environment?
Bennelong Funds Management
CPD: Close the advice intent/action gap by understanding behavioural change
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Bennelong Funds Management
CPD: 5 techniques for building ‘change fitness’ in financial advice practices
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
4D Infrastructure
News & Views: China’s 20th National Congress
On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. In this News and Views blog, we outline what we expect from the Congress and, importantly, how it could influence existing and new infrastructure projects in China.
Quay Global Investors
Investment Perspectives: A closer look at US housing
In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.
4D Infrastructure
News & Views: The Inflation Reduction Act will drive US' efforts towards net-zero
In this article, we outline some of the benefits included in the Inflation Reduction Act (IRA) spending package, and how they support infrastructure investment names in 4D’s universe.
Quay Global Investors
Investment Perspectives: Why rising interest rates aren’t working (yet)
It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across equities, fixed income, commodities and real estate. According to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices.
4D Infrastructure
Trip Insights: Europe
This is the 10th in our series of Trip Insights where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Rome, Milan, Zurich, Madrid, Paris, Frankfurt and London, meeting with management teams from regulated utilities, renewables, communications and transport.