All Articles tagged with 'Sarah Shaw'

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Perennial Partners welcomes 4D Infrastructure to its stable

From Perennial Partners

Perennial Partners (Perennial) and 4D Infrastructure Pty Ltd (4D) are pleased to announce that they have entered into binding agreements which will see 4D become part of Perennial Partners’ house

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17 Sep 2026

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

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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

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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

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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

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21 Jan 2025

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

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14 Jun 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

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09 Feb 2024

Infrastructure’s role in a high-tech future

From 4D Infrastructure – a Bennelong Funds Management boutique

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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30 Nov 2023

Infrastructure is the key to entering emerging markets

From 4D Infrastructure – a Bennelong Funds Management boutique

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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24 Jul 2023

Tim Snelgrove joins 4D Infrastructure as investment director

From 4D Infrastructure – a Bennelong Funds Management boutique

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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30 May 2023

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]