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Quay Global Investors
6 April 2021 7 min read

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
26 March 2021 2 min read

It’s our birthday!

On 7 March 2021 the 4D Global Infrastructure Fund officially passed the five-year mark, returning 8.44 per cent p.a. since inception compared to our absolute benchmark’s 7.01 per cent p.a.*
4D Infrastructure
23 March 2021 18 min read

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.
Bennelong insights banner 1
22 March 2021

New Bennelong hires support domestic and offshore clients

Bennelong Funds Management has appointed Amara Haqqani to the newly created role of chief client strategy officer.
Kardinia Capital
15 March 2021 15 min listen

Kardinia podcast: Vaccines, bond yields and inflation

Kristiaan Rehder explains why he’s watching the steepening yield curve.
Kardinia Capital
5 March 2021 5 min read

The Long and The Short: The beginning of the end

The COVID-19 virus has had a devastating impact around the world. More than 2.5 million people have died, including more than 500,000 in the US, more than 120,000 in the UK, and 909 in Australia.
Quay Global Investors Insights
Quay Global Investors
3 March 2021 4 min read

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.
Global infra
4D Infrastructure
26 February 2021 14 min listen

4D podcast: the unique investment opportunity in global listed infrastructure

Join 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, as she discusses the current opportunities in the infrastructure sector with Jodie Saw, Account Director Inv
Quay Global Investors
22 February 2021

Global real estate as a store of value

Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.
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