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Bond yields
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.
Investor update: What the US election and a COVID vaccine means for real estate
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
market
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.
Shopping
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.
US election2
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
Global matters
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
Investment perspectives #61
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
Investment perspectives
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.
Eyes-on-the-US-2.jpg
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.
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