Article list

Everything from 4D Infrastructure – a Bennelong Funds Management boutique

Solid global growth to support earnings and investment plans for global infrastructure assets in 2026

From 4D Infrastructure – a Bennelong Funds Management boutique

Despite economic and trade policy uncertainty and a disruptive geopolitical landscape, infrastructure assets remain well positioned heading into 2026, according to Sarah Shaw, CEO and global portfolio manager at 4D

continue reading

28 Jan 2026

Are we there yet?! Trump’s tariff policies, the impact on the economy and global listed infrastructure

From 4D Infrastructure – a Bennelong Funds Management boutique

The last two weeks have broken multi decade records for intraday equity market reversals and single day rallies. We have also seen heightened bond market volatility, a material repricing of

continue reading

22 Apr 2025

Solid outlook for infrastructure investment in 2025 despite Trump uncertainty

From 4D Infrastructure – a Bennelong Funds Management boutique

Despite economic uncertainty in the US and globally, with a new Trump presidency and the potential impact of tariffs, a solid foundation underpins infrastructure investments which will continue to deliver

continue reading

10 Feb 2025

Trump 2.0

From 4D Infrastructure – a Bennelong Funds Management boutique

The new Trump Administration in the US is a major wildcard for the year ahead, both economically and geopolitically, with implications home and abroad. Whilst Trump’s main campaign policies and

continue reading

21 Jan 2025

The big picture: Western Asset’s latest insights on economic drivers and credit markets for fixed-income investor fourth quarter 2024

From 4D Infrastructure – a Bennelong Funds Management boutique Western Asset Management

In its most recent analysis, Western Asset, part of the Franklin Templeton group, highlights its base case calls for further weakening of global growth and further declines in inflation with

continue reading

18 Nov 2024

Infrastructure investment is an optimal asset class in this turbulent political and economic time

From 4D Infrastructure – a Bennelong Funds Management boutique

The upcoming November election has dominated the US media headlines, with the contest expected to be tight. Anecdotal conversations with management teams at the time indicated domestic concerns mirror international

continue reading

19 Aug 2024

Attractive investment opportunities on offer across Asian infrastructure

From 4D Infrastructure – a Bennelong Funds Management boutique

Despite ongoing global political and economic headwinds, the value proposition of quality infrastructure projects in some Asian nations is very attractive, according to Sarah Shaw, global portfolio manager and CEO/CIO

continue reading

14 Jun 2024

Powering up European network investment

From 4D Infrastructure – a Bennelong Funds Management boutique

When talking about the energy transition, naturally, the focus has been on renewable energy. Many an article has been written on the exponential growth in wind, solar and batteries driven

continue reading

16 Apr 2024

Interest rate cuts to support infrastructure assets in 2024

From 4D Infrastructure – a Bennelong Funds Management boutique

Central bank interest rate cuts are a tailwind for infrastructure assets, especially parts of the utility sector which has been hard hit by the sharp rise in interest rates, according

continue reading

09 Feb 2024

Geopolitics: 2024 is an election super cycle

From 4D Infrastructure – a Bennelong Funds Management boutique

Geopolitical risks have spiked and are set to only become more important and unpredictable in 2024, with the highest geopolitical risk in decades compounding economic uncertainty. This is due to

continue reading

30 Jan 2024

FIRST 12 3 4 5 6 LAST

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]