Insights

4D Infrastructure’s Sarah Shaw and Greg Goodsell discuss the characteristics of global infrastructure, the increasing global need for investment in the sector, and the exciting opportunities this presents.  

It now seems the consensus gets it. Interest rates will stay lower for longer and are unlikely to ‘normalise’ any time soon.

At the start of June we attended the annual National Association Real Estate Investment Trust (NAREIT) conference in New York. It was a good opportunity to meet many of our investees, their competitors, and receive an update on North American real estate.

Over the past decade Australia has been let down by its federally elected politicians in the administration of fiscal policy. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, revisits a dismal decade of deficits, while also asking the question: is fiscal policy just too important to leave in the hands of elected politicians?

The month of May was particularly brutal for a number of US and Australian retailers. In the US, GAP, L Brands, Macy’s Nordstrom and others reported weaker than expected or declining sales and profits. 

The impending Brexit vote on European Union (EU) membership on 23 June 2016 will be a defining moment for Britain and Europe, and could have significant ramifications for global equity markets. Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines whether Brexit may be a catalyst for further EU exits, with Italy a possible candidate.

It’s the time of year when the nation’s economic eyes turn to the Federal Budget. The fact we have an election in the following weeks adds more than the usual scrutiny to the “bottom line”. Both sides of politics talk of “budget repair” and the need to get back to surplus.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the converging problems of excessive government debt and deteriorating population demographics in many parts of the developed world. Governments have some policy options, but there are no easy solutions and the problem is not going away.

Global listed infrastructure is a relatively new asset class, but it is becoming increasingly popular as an integral part of a truly diversified investment portfolio through its combination of attractive attributes.