Insights

Trump’s tariff policies, the impact on the economy and global listed infrastructure.

It’s that time of year again. As 2025 moves into full swing, another round of (US) recession talk is escalating, creating significant market volatility.

"Know what you own and know why you own it." Peter Lynch, One Up On Wall Street, 1989

As capital becomes more global, the trend to compare the pricing of global companies to local is on the rise.

“It has been demonstrated time and time again that no asset is so good that it can’t become a bad investment if bought at too high a price”. Howard Marks, The Most Important Thing, 2011

4D Infrastructure believes incorporating responsible investment into our investment and stewardship processes not only results in better ethical outcomes, but also enhances investment outcomes for our investors.

Being unique for the sake of it is no justification for investment. However, we are confident that the new-age ground lease niche, to which Safehold (SAFE) is the pioneer, is not yet widely known or properly understood by the market.

We are delighted to share our first half-yearly update for the Canopy Global Small and Mid-Cap Fund with you.

After a year of US economic supremacy, dozens of national elections and new records set in major equity markets, we consider what the year ahead could bring.