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

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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

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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

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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

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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

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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,

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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

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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

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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

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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

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