All Articles tagged with 'Sarah Shaw'

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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

4D Infrastructure launches currency hedged fund

From 4D Infrastructure – a Bennelong Funds Management boutique

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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02 Aug 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]