Insights

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the current position and prospects of these two mighty nations. While China has led the growth charge over the past two decades, the Indian tiger is looming as a very real growth rival to its north eastern neighbour, with huge potential for both sustained development and broad based wealth creation.

While uncertainty surrounding China’s economic growth prospects have been a major contributor to recent market volatility, investors also need to keep their eyes on the longer term and identify permanent structural shifts in the global economy, Greg Goodsell, Global Equities Strategist at 4D Infrastructure said.

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.