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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Federal Budget good news for infrastructure investments

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The Federal Budget handed down on Tuesday is a very exciting one for infrastructure spend and should create numerous opportunities for investors over the next few years and indeed decades, says Greg Goodsell, global equity strategist at 4D Infrastructure. “The pipeline of new projects that may find their way to private investors in the future […]

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The emerging middle class and its implications for global investment

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In our recent article Young tiger stalks ageing dragon we compared and contrasted India and China in terms of their economic and social development. What was clear from that paper was the exceptional rates of economic growth achieved by both nations over the recent past. A product of that growth is the emergence of a more […]

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An All Black performance… just not in rugby!

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The New Zealand ‘All Blacks’ rugby team have a long and deserved history of excellence as one of the world’s truly elite sporting franchises. Over the past decade, the New Zealand (NZ) economy has delivered an All Black-like performance despite facing some strong headwinds. In this paper, 4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and […]

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4D infrastructure fund rated ‘Favourable’ by SQM

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SQM Research has rated the 4D Global Infrastructure Fund, which was launched in March 2016, as ‘Favourable’. The Fund is managed by 4D Infrastructure, headed up by Sarah Shaw and Greg Goodsell, with support from two investment analysts and the backing of Bennelong Funds Management. SQM states that the team is “…knowledgeable, experienced and passionate […]

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Global infrastructure: a $US60 trillion opportunity for investors

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Listed infrastructure offers real potential for investors looking for long-term, defensive investments with an attractive yield, and the opportunity will expand rapidly over coming decades, says Greg Goodsell of 4D Infrastructure. “Recent estimates suggest that around US$60 trillion needs to be spent globally over the next 30 years on infrastructure – just to bring existing […]

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Inside the tiger’s den

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In our last Global Matters paper, Young tiger stalks ageing dragon, we compared the current position and prospects of the world’s two most populous nations: China and India. We concluded that, over coming decades, the Indian tiger could loom as a very real growth rival for its north eastern neighbour. In this paper Greg Goodsell, […]

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Young tiger stalks ageing dragon

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China and India are the world’s two most populous nations by huge margins, with populations more than four times that of the third largest, the United States. Combined, China and India make up over one third of the world’s population. Inevitably these two powerhouses will be integral to global growth for the remainder of the […]

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