“There is a place for infrastructure in all portfolios and in all markets. It offers defensiveness with growth, and sector and regional diversity, which means infrastructure can be fundamentally positioned for all points of an economic cycle. And we think allocations to the asset class should be more representative of this opportunity set.”

Bennelong Account Director, Jodie Saw, speaks with 4D’s Chief Investment Officer and Portfolio Manager, Sarah Shaw, about how infrastructure has been performing, 4D’s portfolio, and the opportunities for infrastructure growth despite a tumultuous few years.

This episode covers:

• How infrastructure has performed against a challenging macroeconomic backdrop
• 4D’s current portfolio positioning
• Why 4D believes investors should be increasing their allocations in listed infrastructure
• Listed versus unlisted infrastructure – which one should investors go for?
• The opportunity in emerging markets

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