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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
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.
Bull
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.
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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.
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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.
The-Long-and-The-Short-5-inflation
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.
2021-Australian-Federal-Budget.
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
house
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.
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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?
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