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
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.
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.
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 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 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.
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!
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
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
