4D Infrastructure
Articles
19 November 2021
2
min
read
News & Views: The infrastructure investment multiplier
Now that is money well spent!
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.
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 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.
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.
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.
