Insights

It’s that time of year again. As 2025 moves into full swing, another round of (US) recession talk is escalating, creating significant market volatility.

As capital becomes more global, the trend to compare the pricing of global companies to local is on the rise.

4D Infrastructure believes incorporating responsible investment into our investment and stewardship processes not only results in better ethical outcomes, but also enhances investment outcomes for our investors.

Being unique for the sake of it is no justification for investment. However, we are confident that the new-age ground lease niche, to which Safehold (SAFE) is the pioneer, is not yet widely known or properly understood by the market.

After a year of US economic supremacy, dozens of national elections and new records set in major equity markets, we consider what the year ahead could bring.

Last month, US voters re-elected Donald Trump for a second term as US president. As a result, market enthusiasm and expectations are high. An immediate rally in US equities (and a selloff in bonds) pointed to renewed optimism for both growth and pessimism for inflation.

While hindsight is 20/20, Nike's recent moves in the retail space offer valuable lessons for consumer businesses and real estate investors alike. 

In this article, Peter Aquilina (Portfolio Manager – Sustainability), summarises the challenges and opportunities that the growing data centre load demand is providing for infrastructure companies globally.

In this article, we look at the impact of the first US-Chinese trade war in 2017-19, the tariff proposals in the current US election campaign, and their potential impact on global infrastructure stocks and sectors, both in the short term and over the longer term.