With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.

In this episode, 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.

This episode covers:
Why the Inflation Reduction Act isn’t actually inflation policy
How the Act is supporting decarbonisation efforts
What this means for infrastructure (and why 4D is excited)
Some of the names in 4D’s portfolio that could benefit

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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.

With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast is published in two parts.<a href="https://www.4dinfra.com/insights/podcasts/4d-inflation-podcast-part-1-paul-volcker-central-banks-and-uk"> Part 1 </a>dealt with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.
In this episode, 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.
This episode covers:
<ul>
<li>Why the Inflation Reduction Act isn’t actually inflation policy</li>
<li>How the Act is supporting decarbonisation efforts</li>
<li>What this means for infrastructure (and why 4D is excited)</li>
<li>Some of the names in 4D’s portfolio that could benefit</li>
</ul>
Thanks for listening. If you have any questions, or want to learn more, visit our <a href="https://www.bennelongfunds.com/">website</a>.<a href="https://www.bennelongfunds.com/"></a>
<a href="https://go.bennelongfunds.com/Subscription-Management-2020_Website.html">Subscribe </a>to receive regular insights.
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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