Decarbonisation and the infrastructure investment opportunity

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Introduction The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a

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2020 Australian Federal Budget – Infrastructure spending company

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In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14

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Global listed infrastructure –‘Buy’ time looming?

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The COVID-19 pandemic has very likely pushed the international economy into recession and cut a swathe through global equity markets. From 21 February through to the end of March 2020,

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Global listed infrastructure – a growth engine for the next decade

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Infrastructure as an asset class is increasingly on the radar of investors and their advisers. Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, a Bennelong boutique, examines

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Global infrastructure an overlooked opportunity for investors

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While big institutional investors such as superannuation funds have long recognised the benefits of infrastructure as an investment option, retail investors often don’t believe they can readily access infrastructure projects

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Best ideas come from global trends

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Ongoing political constraints, shifting economic trends and long-term social changes are creating significant investment opportunities globally, according to Bennelong Funds Management’s boutique partners 4D Infrastructure, Quay Global Investors and Wheelhouse

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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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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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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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4 Dimensions launches Global Listed Infrastructure Fund

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Boutique global infrastructure fund manager 4 Dimensions Infrastructure has launched the 4 Dimensions Global Infrastructure Fund, available to retail and institutional investors. 4 Dimensions was launched last year in partnership

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