Insights

In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.

In this article, Sarah Shaw (4D’s Global PM and CIO) and Greg Goodsell (4D’s Global Equity Strategist) describe what 4D’s country review process involves, why it is so important, how it fits in with our stock valuations and its impact on portfolio construction.

The Australian federal election will be held on Saturday 21 May 2022 to elect the members of the 47th Parliament of Australia.

In this article, Peter Aquilina (Senior Investment Analyst and Head of ESG) analyses what Net Zero means for natural gas demand in the long term; and discusses how 4D analyses and values oil/gas midstream assets, considering both the risk and opportunity as we move towards Net Zero.

Listed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates.

The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April.

In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation.

The recent invasion of Ukraine by Russia was clearly a shocking event which, in 2022, was hoped would never happen again. At 4D, we are supporters of sanctions imposed on Russia and have reviewed our portfolio for Russian exposure (regardless of materiality), while conducting a deep dive into what this conflict means for the global infrastructure sector in the near and medium term.

Volatile markets often give rise to the best investment opportunities.