Insights

A decade on from the global financial crisis, Western economies are now growing in unison. US tax cuts passed before Christmas and continuing strong economic data are expected to further boost growth.

This is the second in our series of ‘Trip Insights’, where we share those experiences. It follows a trip in September/October 2017 when Sarah Shaw, 4D’s Global Portfolio Manager and Chief Investment Officer, and Christopher James, 4D’s Investment Analyst, completed an extensive company engagement and calling program beginning in Hong Kong and continuing to Japan and the United States.

At Quay, our approach to global real estate investing is somewhat different to our peers. 

Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood out

A cornerstone of our investment process is company management meetings and site visits. These meetings serve several purposes, including providing an insight into management—how they think and run their business—and whether management priorities align with ours as investors. Our Company Quality Grading process involves explicitly ranking company management, so first-hand contact is vital.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the central tenets of this quote and how they suggest we are truly living in the Asian century.

Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.

It has been an interesting month in the world of central banking. Talks of removing monetary stimulus in Europe and further increases in interest rates in the US continue to affect markets.  Even in Australia, recent RBA board discussions regarding the ‘neutral cash rate’ have pundits predicting medium term increases in the official cash rates.

In the board game Monopoly, research has shown that on average, the orange squares are among the best investment propositions on the board.