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.
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
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.
Quay Global Investors
Articles
5 November 2020
8
min
read
Investment Perspectives: The economics of malls – myths and misconceptions
Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.
4D Infrastructure
Articles
26 October 2020
19
min
read
Global Matters: US 2020 presidential election - What policy means for infrastructure investment
The November 2020 US presidential election is between two polarising individuals in Donald Trump and Joe Biden, who represent very different views and approaches to leading the US for the next four-ye
4D Infrastructure
Articles
7 October 2020
21
min
read
Global Matters: Decarbonisation and the infrastructure investment opportunity
The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a gr
Quay Global Investors
Articles
5 October 2020
3
min
read
Investment Perspectives: Real estate and COVID-19: an update
In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19
Quay Global Investors
Articles
8 September 2020
Investment Perspectives: COVID economic indicators - side effects or sectoral balances?
We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
Kardinia Capital
Articles
8 September 2020
3
min
read
The Long and The Short: Eyes on the US
After looking dubious for some months, President Trump's chances of winning the next election are roaring back, with his campaign focusing on law and order and re-opening the US economy.
