Insights

Boutique global infrastructure fund manager 4D Infrastructure has launched the 4D Global Infrastructure Fund, available to retail and institutional investors.

A lack of public investment in infrastructure has been a feature in both developed and emerging economies over the past 30 years. But a combination of an historical underspend, an emerging middle class that will continue to demand more and better infrastructure, and governments with fragile fiscal positions has set the scene for significant private investment in infrastructure in the future.

Over the past five years, financial markets have moved in concert with changes in policy from central banks.

Quay Global Investors has released a retail version of its successful wholesale fund, the Quay Global Real Estate Fund, which has delivered an annualised return of 27.1% since inception* (as at 31 January 2016).

Quay Global Investors (Quay) has strengthened its research capability with the appointment of Ninus Kanna as a Senior Investment Analyst, commencing with the business in January 2016.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at why the much needed increased investment in infrastructure, covered in Part 1 of this series, will lead to both an increase in government asset privatisations, and a bigger role for public equity markets in the funding solution.

US Federal Reserve expected to begin cash rate tightening cycle for first time since May 2004. 

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, looks at the prospective growth of global listed infrastructure. In this paper (part 1 of 2) he looks at the need for infrastructure investment around the world and governments’ capacity to fund it.

Like most asset classes, real estate offers investors a total return, comprising income and capital gain. Over time, the capital gain of a property asset reflects the growth in underlying rental income.