Insights

In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sector and why we believe it will be central to the global economic recovery when it comes.

In a world of uncertainty and occasional panic, it can feel impossible to see past the bad news. Just ask anyone watching the volatility in investment markets across the world as stocks tumble and spike.

This is the ninth in our series of Trip Insights, where we share those experiences. It follows a trip during February/March 2020 when Peter Aquilina, 4D Senior Investment Analyst, completed an extensive company engagement and calling program in the United States meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities and Renewables.

What a difference a month makes. In mid-February, markets around the globe were continuing their history-making march upwards in one of the longest bull runs on record. Then March arrived, and so did the worry about COVID-19.

How will the impacts of COVID-19 differ between emerging markets and their developed counterparts?

Research house Zenith Investment Partners has given the 4D Global Infrastructure Fund a rating of ‘Approved’ in its first review of the Fund.

Congratulations to four of our boutique partners, whose funds have been shortlisted for the Money Management Fund Manager of the Year Awards for 2020!

In this follow up article, 4D Senior Investment Analysts Peter Aquilina and Mark Jones revisit the North American midstream thesis, and stress test assumptions for a dramatically lower commodity price environment and an overall slower global growth scenario – to determine whether in reality the fundamentals/earnings will prove to be infrastructure (or not) and if this collapse represents a buying

With markets moving quickly, we want to keep our investors up to date with how we are managing risk and our broader thoughts around the portfolio.