The key thematics to drive continued growth in infrastructure in 2024

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Infrastructure as an asset class is well positioned for any recessionary pressures that could develop within in the next 6 – 12 months. Infrastructure has been, and continues to be,

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Infrastructure’s role in a high-tech future

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The rise of technology will be a key growth thematic in 2024 and beyond for the infrastructure sector as it continues expanding to keep up demand for dependable and high-speed

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Signs of stabilisation in China after an underwhelming reopening

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While China is facing an economic slowdown, and consumer and business confidence has weakened, signs of stabilisation could point to more positive signs ahead supporting a potential outperformance of the

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Infrastructure is the key to entering emerging markets

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For investors looking to take advantage of the opportunities in emerging markets, infrastructure is an attractive way to do so and there is no better time than now, according to

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Tim Snelgrove joins 4D Infrastructure as investment director

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4D Infrastructure has appointed Tim Snelgrove to the role of investment director, effective 29 May 2023. He will be based in Sydney and will report to chief investment officer, Sarah

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The cost of war

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Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions. Consistent with the old proverb ‘those who ignore history are

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4D Infrastructure launches currency hedged fund

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Fund manager 4D Infrastructure, a Bennelong boutique, has launched a new currency hedged fund, the 4D Global Infrastructure Fund (AUD Hedged). 4D’s flagship fund has been renamed the 4D Global

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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

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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

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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

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