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Printed: 10 December 2022 8:02 PM

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23 Nov 2022 - 4D inflation podcast (part 2): The US Inflation Reduction Act
By: 4D Infrastructure

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


Funds operated by this manager:

4D Global Infrastructure Fund4D Emerging Markets Infrastructure Fund

The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

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