CPD: Mobile adoption curve and 5G – a unique opportunity in global listed infrastructure investment

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Communications infrastructure, a sub-segment of the infrastructure asset class, is enjoying rapid growth driven by a huge expansion in data demand. For global listed infrastructure in particular, there is a unique opportunity to provide investor access to mobile wireless infrastructure companies across both developed and emerging markets. Their appeal comes from the strong infrastructure characteristics […]

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Global infrastructure an overlooked opportunity for investors

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While big institutional investors such as superannuation funds have long recognised the benefits of infrastructure as an investment option, retail investors often don’t believe they can readily access infrastructure projects without millions of dollars to invest – but this isn’t the case, says Sarah Shaw, CIO at 4D Infrastructure. “It is possible to invest in […]

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CPD: Emerging markets and infrastructure – a natural partnership

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Emerging market (EM) economies are expected to grow rapidly over the next 30 years, attracting huge infrastructure investment. EMs and infrastructure are natural, complementary investment partners. Rapidly growing EM economies need infrastructure investment to both facilitate and sustain growth. Equally, these assets perform at their best in expanding economies, where robust domestic demand growth drives […]

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CPD: Is infrastructure a bond proxy?

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Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets. For global listed infrastructure in particular, the prevailing ‘wisdom’ is that infrastructure as an asset class is no more than a ‘bond proxy’. The rationale is […]

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CPD: The insatiable need for global infrastructure investment

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Introduction Infrastructure investment across the globe is set to grow strongly over coming decades. We believe that growth will, by necessity, be increasingly funded by the private sector including via the global listed equity market. In this paper, we: identify the key drivers for the world’s seemingly insatiable need for new and expanded infrastructure; how […]

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Insights – Hong Kong, Japan and USA

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The following is an overview of insights from a trip in September/October 2017 when Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, and Christopher James, 4D’s Investment Analyst, completed an extensive company engagement and calling program beginning in Hong Kong and continuing to Japan and the United States. Global politics As ever, […]

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CPD: The Asian century

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In December 2006, at the London School of Economics Asia Forum, former Indian PM Manmohan Singh said[1]: “The most important development, I believe, of the 21st century will be the rise of Asia. China has already trebled its share of world GDP over the past two decades and India has doubled it. Both these giant […]

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New appointments at 4D Infrastructure

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4D Infrastructure has created a new investment analyst role and recruited Tasneef Rahman to the position. It follows the appointment of Peter Aquilina as investment analyst earlier this year. Tasneef joins 4D from Crowe Howarth where he was senior analyst in its corporate finance team, advising corporate and private equity clients on M&A, capital raising […]

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All aboard the new Silk Road

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If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host and fund, and which he personally described as ‘the project of the century’ that will ‘add splendour to human civilisation’: […]

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Infrastructure a $3 trillion opportunity for all market cycles

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The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and falling markets, says Sarah Shaw, chief investment officer at 4D Infrastructure. “There is a huge global need for infrastructure, which is being driven by three major economic and demographic […]

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