With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast has been published in two parts. Part 1 deals with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.
In part 1, Greg Goodsell (4D’s Global Equity Strategist) speaks with Dave Whitby (Bennelong Account Director) about how most developed economies are dealing with inflation – and how the UK differs.
- 0:53 – How recent history helps explains current events
- 2:56 – The establishment and role of central banks, and how they’re managing inflation now
- 5:29 – Why recent events in the UK have raised eyebrows
- 7:27 – Where to from here, both in the UK and the rest of the developed world
In part 2, 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.
- 0:34 – Why the Inflation Reduction Act isn’t actually inflation policy
- 3:56 – How the Act is supporting decarbonisation efforts
- 6:30 – What this means for infrastructure (and why 4D is excited)
- 9:32 – Some of the names in 4D’s portfolio that could benefit.
The transcripts for each part are available from the 4D Infrastructure website via the links below:
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.
