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?
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.
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
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.
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.
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.
