Insights

In this article, 4D Infrastructure’s Peter Aquilina and Greg Goodsell review the US midstream sector and identify a number of changes underway which they believe will see the creation of real shareholder value over the medium term.

If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework is generally known as Modern Monetary Theory, or MMT.

Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on the future for global infrastructure.

Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle, outlines 4D’s economic outlook for 2019, and explains why the actions of the US Federal Reserve will be key to how the year evolves.

SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of "Outstanding" (4½ stars).

Gyrations in equity markets over the past three months have been significant. After a -4.2% decline in December and -11% fall for the final quarter of 2018, global equities have recovered strongly, up 9.5% so far this year.

Bennelong Funds Management has expanded into the United States via its new subsidiary, BennBridge US, with plans to distribute a number of its existing investment funds to institutional investors, similar to its strategy in Australia and the United Kingdom.

Bennelong Funds Management has appointed Carl McMinn to the newly created role of Associate Account Director, Investments as Bennelong continues to build its investment sales team.

This is the sixth in our series of Trip Insights, where we share those experiences. It follows a trip during 2018 when Peter Aquilina, 4D Global 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.