4D Infrastructure

"What's not to love about infrastructure?" Sarah Shaw speaks with Fear & Greed's Sean Aylmer about the opportunities of investing in infrastructure. Listen to the full podcast 👇

Our latest Trip Insights article follows Sarah Shaw, Global Portfolio Manager, and Christopher James, Senior Investment Analyst, as they travel across Asia, meeting with management teams from various regulated utilities, communications, and transport companies. They highlight interesting themes and observations from the trip that support their ongoing investment in the region. #infrastructure #InvestmentInsights #GlobalMarkets

In his annual letter to investors earlier this year, Warren Buffet drew the public’s attention to the increasing wildfire risk that electric utility investors in parts of the US are exposed to. In this article, we consider the companies at risk and their potential liability exposure, and discuss our approach to managing these risks. #infrastructure #investing #wildfires

When talking about the energy transition, naturally, the focus has been on renewable energy. Many an article has been written on the exponential growth in wind, solar and batteries driven by increasing power demand, fossil fuel replacement, and societal concerns driving government and corporate targets towards net zero. This focus on renewables has always overshadowed the complementary need for investment in electricity and distributions networks. In this article, we discuss how Europe's finally supporting a much-needed boost to network investment. #investing #infrastructureinvestment #renewables

If you had a spare $1 million, what would you do with it? CEO/CIO Sarah Shaw shares how she'd invest for financial security.

Great to have Sarah Shaw sharing her insights on the Relative Return podcast!

We believe responsible investment not only results in better ethical outcomes, but also enhances investment outcomes for our investors. Responsible investment is integrated into our investment process, and is an important component of our investment stewardship. This inaugural Report outlines 4D's stewardship activities over the past year. #infrastructureinvestment #responsibleinvestment

In our latest article, Christopher James analyses the drivers of electricity transmission investment, key challenges, potential solutions, and the broader investment opportunities within energy transition in Australia. #infrastructure #energytransition

In our 2024 outlook article, Sarah Shaw and Tim Snelgrove, CAIA discuss some of the key economic factors currently in play, consider recent developments that could impact the global economy, and look at what this all means for investors in global infrastructure. Read now 👇 #infrastructure #economicoutlook #2024trends

Our latest Trip Insights article follows Peter Aquilina as he travels across the US, meeting with management teams from various utilities companies to get an understanding of their expectations for 2024. He highlights some interesting themes and observations from the trip that support our views on the region.