|
4D podcast: interest rates, inflation and infrastructure 4D Infrastructure August 2022 4D's Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, speaks with Bennelong's Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the opportunities presented in the asset class. "Given the distinct features of varied infrastructure assets, with active management a listed infrastructure equity portfolio can be positioned to take advantage of the long-term structural opportunity set, as well as whatever near-term cyclical events may prevail - whether they be environmental, political, economic or social."
|
|
Funds operated by this manager: 4D Global Infrastructure Fund, 4D Emerging Markets Infrastructure FundThe content contained in this article represents the opinions of the authors. The authors may hold either long or short positions in securities of various companies discussed in the article. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the authors to express their personal views on investing and for the entertainment of the reader. |
