Insights

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.

In this recent interview with Anna Dadic from Livewire Markets, 4D's Sarah Shaw discusses tariff impacts and how the listed infrastructure universe can provide portfolio defensiveness and growth potential in uncertain times. 

Trump’s tariff policies, the impact on the economy and global listed infrastructure.

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.

Dollarama, a top holding in the Canopy Global Small & Mid Cap Fund, has announced its intended acquisition of ASX-listed The Reject Shop (TRS).

"Know what you own and know why you own it." Peter Lynch, One Up On Wall Street, 1989

James Hardie this morning announced a merger with AZEK, valuing the latter at US$8.75 billion.

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

We recently selected ICS’s ATHENA platform as our new strategic investment data workflow provider.