Quay Global Investors
Articles
7 August 2020
Investment Perspectives: Thinking about liquidity
Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock market returns, garnered the most a
Kardinia Capital
Articles
23 July 2020
Kardinia podcast: market and portfolio update - July 2020
There seems to be a widespread belief that the market will decline – and yet it continues to rally. So what’s going on?
Kardinia Capital
Articles
13 July 2020
The Long and The Short: The yield hunt
With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to set the shape of yield curves.
Quay Global Investors
Articles
7 July 2020
Investment Perspectives: 10 interesting charts right now - COVID-19 edition
Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.
4D Infrastructure
Articles
25 June 2020
Global Matters: Direct and listed infrastructure - complementary portfolio allocations
In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed allocations complement each other in portfoli
Quay Global Investors
Articles
8 June 2020
Investment Perspectives: Real estate and COVID-19 - the story so far
In this edition of Investment Perspectives, we examine why real estate has lagged the broader equity market in the recent rally, and how it could represent a significant opportunity.
Quay Global Investors
Articles
1 May 2020
Investment Perspectives: Explaining the April US equity bounce
In this article, Chris Bedingfield explores why, despite US unemployment heading for levels not seen since the Great Depression, US equity indices are back to October 2019 levels after a sharp recover
Kardinia Capital
Articles
24 April 2020
Market & portfolio update - April 2020
In reality it’s only a few weeks since we wrote our last update, but – as you are no doubt feeling too – in many ways it feels like months ago
4D Infrastructure
Articles
16 April 2020
Global Matters: Global listed infrastructure - 'Buy' time looming?
In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sec
