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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
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.
Investment perspectives
Quay Global Investors
Articles
8 September 2020 4 min read

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.
Investment-perspectives-thinking-about-liquidity
Quay Global Investors
Articles
7 August 2020 6 min read

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
The-Long-and-the-Short-The-yield-hunt
Kardinia Capital
Articles
13 July 2020 3 min read

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.
10-interesting-charts-right-now-COVID19-edition
Quay Global Investors
Articles
7 July 2020 7 min read

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.
Global Matters Direct and listed infrastructure - complementary portfolio allocations
4D Infrastructure
Articles
25 June 2020 16 min read

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
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