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 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.
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.
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.
Quay Global Investors
Articles
4 June 2021
5
min
read
Investment Perspectives: Checking in on Kalecki
First quarter earnings are in, and profits are booming.
Kardinia Capital
Articles
12 May 2021
5
min
read
The Long and The Short: Inflation machinations
Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory.
4D Infrastructure
Articles
11 May 2021
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-lo
Quay Global Investors
Articles
6 May 2021
6
min
read
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.
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?
