Quay Global Investors
Investment Perspectives: REITs and inflation – where is the sweet spot?
We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.
Quay Global Investors
Investment Perspectives: 10 charts we’re thinking about right now
The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.
Quay Global Investors
Investment Perspectives: Checking in on Kalecki
First quarter earnings are in, and profits are booming.
4D Infrastructure
2021 Australian Federal Budget commentary
Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further A$15.2 billion in new spending on major infrastructure projects, keeping the decade-long infrastructure investment program at A$110 billion. This will spearhead the Federal Government's efforts to boost both jobs and productivity in the COVID-affected national economy.
Quay Global Investors
Investment Perspectives: ESG and listed real estate
Over the past decade, ESG awareness, focus and reporting has been increasing among asset owners, companies, and investors alike. The global listed real estate industry is no different, and as investors in this space we have seen significant improvements in recent years in ESG disclosure and initiatives.
Quay Global Investors
Investment Perspectives: Six reasons to not worry about inflation
It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?
4D Infrastructure
Global Matters: Green hydrogen - a European case study
While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment.
Quay Global Investors
Investment Perspectives: Updating the ‘total return quilt’
The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.
Quay Global Investors
Investment Perspectives: Let’s get fiscal
The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil.