Insights

Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.

The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a growing middle class in developing countries.

In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14 billion in ‘new and accelerated’ projects. 

In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19

Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’.

We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression. And while market observers continue to marvel / scratch heads regarding the surge in global equity prices, some truly unexpected real estate metrics continue to emerge.

Lonsec has upgraded its rating for the 4D Global Infrastructure Fund to ‘Recommended’

Wheelhouse Partners has completed its transition to a new independent structure following agreed terms for its executives to acquire Bennelong Funds Management’s stake in its business.

Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock market returns, garnered the most attention.