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.
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.
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
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.
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.
