Skip to main content
4D
4D Infrastructure
Articles
19 November 2021 2 min read

News & Views: The infrastructure investment multiplier

Now that is money well spent!
Kardinia
Kardinia Capital
Articles
8 November 2021 4 min read

The Long and The Short: The tide of inflation

Six months ago, we wrote that inflation was on the horizon. We continue to field questions on the topic, so are revisiting it with our current thoughts.
5
Quay Global Investors
Articles
4 November 2021 6 min read

Investment Perspectives: Is long WALE really low risk?

One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk.
4D
4D Infrastructure
Articles
12 October 2021 15 min read

Global Matters: Infrastructure, interest rates & inflation

Infrastructure, interest rates and inflation: 3 dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their correlation.
Fed
Quay Global Investors
Articles
1 October 2021 9 min read

Investment Perspectives: Don’t fear the taper

As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising.
1
Kardinia Capital
Articles
2 September 2021 6 min read

The Long and The Short: What reporting season can tell us about life in Australia

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently-complete Australian profit reporting season can tell us what life
Quay
Quay Global Investors
Articles
1 September 2021 6 min read

Investment Perspectives: Thinking about office

Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD.
Bull
Kardinia Capital
Articles
15 July 2021 2 min read

The Long and The Short: The running of the bull

When speaking to clients, our investment team is frequently asked whether the market's extraordinary run is due to come to an end.
graph
Quay Global Investors
Articles
10 July 2021 7 min read

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.
To tailor your experience and information, please let us know who you are.