Quay Global Investors
Articles
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
News
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
Articles
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
News
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
Podcasts
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
Articles
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
Articles
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.
4D Infrastructure
Podcasts
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
Videos
22 February 2021
Global real estate as a store of value
Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.
