CPD: The long-term prospects of natural gas and midstream assets

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While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment. In this article, Peter Aquilina (Senior Investment Analyst and Head of ESG) analyses what the global Net Zero goal means for natural gas demand in the long term; and

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ALP key infrastructure policy positions and opportunities for investors

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Investment opportunities abound As shown in the table below, we see significant infrastructure investment over coming decades in Australia. Just the detailed Net Zero and emission reduction plans present a huge long-term investment opportunity within the energy sector, with emphasis on supply, security and energy transition. There are multiple domestic and international listed stocks which

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CPD: Russia Ukraine conflict and its implications for infrastructure investments

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The recent invasion of Ukraine by Russia was clearly a shocking event which, in 2022, was hoped would never happen again. At 4D, we are supporters of sanctions imposed on Russia and have reviewed our portfolio for Russian exposure (regardless of materiality), while conducting a deep dive into what this conflict means for the global

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CPD: 2022 Global infrastructure outlook

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2022 is shaping up as potentially another challenging year, with the combined effects of the ongoing COVID crisis together with evolving inflationary pressures presenting governments and central banks around the world with some challenging policy decisions. 2022 outlook While the pandemic in all its forms will prevail longer than was initially hoped, the effective development

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4D Infrastructure appoints Matt Dell to new role

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4D Infrastructure has appointed Matt Dell to the newly-created role of investment specialist to assist with growing the team’s footprint in distribution and marketing. Mr Dell has 31 years’ experience in the financial services industry, 26 of which have been in distribution-related roles. He has been heavily involved in the development of several funds management

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CPD: The Australian Way – roadmap to Net Zero emissions by 2050

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The Australian Government recently released its plan to reach Net Zero emissions by 2050, finally joining the long list of countries already committed to achieving this target by 2050 or sooner. The Plan, endorsed as ‘The Australian Way’, is underpinned by existing state and federal policies; supported by new concessional funding; and dependent upon future

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Global infrastructure and global real estate set to shine

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Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate as they are asset classes that can leverage different economic environments, according to Bennelong Funds Management boutiques 4D Infrastructure and Quay Global Investors.  4D Infrastructure chief investment

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4D appoints new investment analyst

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4D Infrastructure has strengthened its investment team with the appointment of Gaspard Bidot to the position of investment analyst. Mr Bidot will be responsible for stock selection and analysis with a particular focus on Europe. He will be based in Sydney and report to CIO Sarah Shaw. Prior to joining 4D, Mr Bidot worked for PwC’s corporate advisory

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CPD: Green hydrogen – a European case study

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While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment. Energy transition and decarbonisation of the power sector is an obvious thematic and will have the greatest impact on the world aspiring to global Net Zero emissions by 2050.

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Infrastructure investment is core to the climate solution

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Without significantly increased investment in infrastructure, the globe has no chance of reaching the Paris Agreement goal of Net Zero carbon emissions by 2050, according to Sarah Shaw, CIO of 4D Infrastructure. “While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment in decarbonisation projects as almost

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