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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