Investment Perspectives: 12 charts we’re thinking about right now
The latest trends in housing, retail and venture capital – and what they mean for investors.
News & Views: Could the US Supreme Court's decision against the EPA derail decarbonisation efforts?
On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the Environmental Protection Agency (EPA), potentially limiting the agency’s ability to enforce actions to limit greenhouse gas (GHG) emissions.
Investment Perspectives: REITs and navigating the inflation panic
It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered.
Investment Perspectives: Thinking about industrial (and Qantas and Netflix)
In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.
Global Matters: Why country risk matters
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.
News & Views: Upcoming Australian federal election
The Australian federal election will be held on Saturday 21 May 2022 to elect the members of the 47th Parliament of Australia.
Global Matters: The long-term prospects of natural gas and midstream assets
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.
Investment Perspectives: What does the REIT equity risk premium tell us about the sector?
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.
News & Views: Looming French presidential election
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.
