4D inflation podcast (part 2): The US Inflation Reduction Act

4D Infrastructure

November 2022

In part 2, Peter Aquilina (4D's Head of ESG and Senior Investment Analyst) speaks with Dave Whitby (Bennelong Account Director) about how the US' new Inflation Reduction Act is really about transitioning the US to a decarbonised, clean/renewable energy economy.

• 0:34 - Why the Inflation Reduction Act isn't actually inflation policy
• 3:56 - How the Act is supporting decarbonisation efforts
• 6:30 - What this means for infrastructure (and why 4D is excited)
• 9:32 - Some of the names in 4D's portfolio that could benefit.

Speakers: Peter Aquilina,  Head of ESG and Senior Investment Analyst
Dave Whitby, Bennelong Account Director

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