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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?
ESG
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.
covid
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 Insights
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.
US flags
Quay Global Investors
Articles
4 February 2021 7 min read

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. 
road image
4D Infrastructure
Articles
22 January 2021 19 min read

Global Matters: 4D's 2021 Outlook

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before.
Bond yields
Quay Global Investors
Articles
9 December 2020 5 min read

Investment Perspectives: Revisiting REITs and interest rates

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.
Investor update: What the US election and a COVID vaccine means for real estate
Quay Global Investors
Articles
12 November 2020 4 min read

Investor update: What the US election and a COVID vaccine means for real estate

Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across gl
market
Kardinia Capital
Articles
10 November 2020 5 min read

The Long and The Short: To short or not?

One of the things that differentiates the Kardinia Absolute Return Fund from long only funds is its ability to generate a return or hedge the portfolio by short selling stocks.
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