Insights

Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.

In financial markets, if it looks certain, it probably isn’t.

In our September 2016 Global Matters ‘Young tiger stalks ageing dragon’ we compared and contrasted India and China in terms of their economic and social development. What was clear from that paper was the exceptional rates of economic growth achieved by both nations over the recent past. A product of that growth is the emergence of a more affluent middle class within each society.

Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential).

4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and Mark Jones (Senior Investment Analyst) compare and contrast NZ’s economic fortunes over the past decade with that of cross-ditch rival, Australia, asking the question: what can politicians in Australia learn from the NZ experience?

It’s the time of year when the nation’s economic eyes turn to the Federal Budget. The fact we have an election in the following weeks adds more than the usual scrutiny to the “bottom line”. Both sides of politics talk of “budget repair” and the need to get back to surplus.

Global listed infrastructure is a relatively new asset class, but it is becoming increasingly popular as an integral part of a truly diversified investment portfolio through its combination of attractive attributes.

Investment themes play an important part in the Quay investment process. Our regular readers would be aware of our favourable view towards parts of the US housing market.

US Federal Reserve expected to begin cash rate tightening cycle for first time since May 2004.