Insights

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.

Just as we seemed to be passing peak inflation (port access has been improving and second hand car prices declining), the recent attack by Russian forces into Ukraine has resulted in another spike in commodity prices.

Achieving Net Zero carbon emissions is critical to long-term climate goals.

2022 is shaping up as potentially another challenging year, with the combined effects of the ongoing COVID crisis together with evolving inflationary pressures presenting governments and central banks around the world with some challenging policy decisions.

According to CoreLogic, Australian house prices increased +22.1%[1] in 2021, led by Australia’s largest city of Sydney (+25.3%).

During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as well as fast-tracking decarbonisation of the economy to meet the challenge of global warming.

The Australian Government recently released its plan to reach Net Zero emissions by 2050, finally joining the long list of countries already committed to achieving this target by 2050 or sooner.