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
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
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
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.
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.
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
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.
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.
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
