Why listed infrastructure assets are looking so attractive (post market falls)

How a shift in the economic outlook has changed the positioning of 4D’s portfolio

The fundamental impact on airports as an asset class

Characteristics of the countries in which 4D invests

Why there’s (a lot) more to emerging markets than volatility and risk

How the crisis has reinforced the importance of ESG principles

Why infrastructure could play a significant role in the global recovery

The unique buying opportunity in listed infrastructure as we move forward

“The earnings of these assets are proving to be far more resilient than the equity sell-off implies.”

Listen to Sarah Shaw discuss the impact of COVID-19 on infrastructure.

<p>&ldquo;The earnings of these assets are proving to be far more resilient than the equity sell-off implies.&rdquo;</p>
<p>Listen to Sarah Shaw discuss the impact of COVID-19 on infrastructure.</p>

Bennelong Funds Management

Q&A with Sarah Shaw

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