Insights

We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression. And while market observers continue to marvel / scratch heads regarding the surge in global equity prices, some truly unexpected real estate metrics continue to emerge.

Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock market returns, garnered the most attention.

Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.

In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed allocations complement each other in portfolio construction.

In this edition of Investment Perspectives, we examine why real estate has lagged the broader equity market in the recent rally, and how it could represent a significant opportunity.

In this article, Chris Bedingfield explores why, despite US unemployment heading for levels not seen since the Great Depression, US equity indices are back to October 2019 levels after a sharp recovery in April – and what the Kalecki-Levy profit equation has to do with it.

In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sector and why we believe it will be central to the global economic recovery when it comes.

In a world of uncertainty and occasional panic, it can feel impossible to see past the bad news. Just ask anyone watching the volatility in investment markets across the world as stocks tumble and spike.

This is the ninth in our series of Trip Insights, where we share those experiences. It follows a trip during February/March 2020 when Peter Aquilina, 4D Senior Investment Analyst, completed an extensive company engagement and calling program in the United States meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities and Renewables.