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Buy time looming
4D Infrastructure
Articles
16 April 2020 21 min read

Global Matters: Global listed infrastructure - 'Buy' time looming?

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 sec
Crisis, recession - opportunity?
Bennelong
Articles
9 April 2020 1 min read

Crisis, recession - opportunity?

In a world of uncertainty and occasional panic, it can feel impossible to see past the bad news.
Trip Insights: United States: North East, Mid West and the South
4D Infrastructure
Articles
9 April 2020 18 min read

Trip Insights: United States: North East, Mid West and the South

This is the ninth in our series of Trip Insights, where we share those experiences.
Investment-Perspectives-Managing-risk-in-the-face-of-the-coronavirus
Quay Global Investors
Articles
6 April 2020 7 min read

Investment Perspectives: Managing risk in the face of the coronavirus

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.
4D-banner-insights
4D Infrastructure
Articles
3 April 2020 4 min read

The impact of COVID-19 on emerging markets

How will the impacts of COVID-19 differ between emerging markets and their developed counterparts?
4D-banner-insights
4D Infrastructure
News
1 April 2020 1 min read

First Zenith rating for 4D Infrastructure

Research house Zenith Investment Partners has given the 4D Global Infrastructure Fund a rating of ‘Approved’ in its first review of the Fund.
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Bennelong
News
1 April 2020 1 min read

Bennelong boutiques at the Fund Manager of the Year Awards

Congratulations to four of our boutique partners, whose funds have been shortlisted for the Money Management Fund Manager of the Year Awards for 2020!
Investment-Perspectives-The-case-for-offshore-investing-in-a-low-interest-rate-environment.jpg
Kardinia Capital
Videos
30 March 2020 8 min watch

Watch: Defensive funds in a disorderly world

Continuing Australian Fund Monitors’ theme of ‘Defensive Funds in a Disorderly World’, CEO Chris Gosselin speaks with Kristiaan Rehder, Portfolio Manager of the Bennelong Kardinia Absolute Return Fund
The-impact-of-the-oil-shock-on-North-American-midstream-assets
4D Infrastructure
Articles
26 March 2020 13 min read

Global Matters: The impact of the oil shock on North American midstream assets

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
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