Quay Global Investors
Articles
8 June 2020
7
min
read
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
7
min
read
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
3
min
read
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
21
min
read
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
Bennelong
Articles
9 April 2020
1
min
read
Crisis, recession - opportunity?
In a world of uncertainty and occasional panic, it can feel impossible to see past the bad news.
4D Infrastructure
Articles
9 April 2020
18
min
read
Trip Insights: United States: North East, Mid West and the South
This is the ninth in our series of Trip Insights, where we share those experiences.
Quay Global Investors
Articles
6 April 2020
7
min
read
Investment Perspectives: Managing risk in the face of the coronavirus
What a difference a month makes. In mid-February, markets around the globe were continuing their history-making march upwards in one of the longest bull runs on record.
4D Infrastructure
Articles
3 April 2020
4
min
read
The impact of COVID-19 on emerging markets
How will the impacts of COVID-19 differ between emerging markets and their developed counterparts?
4D Infrastructure
Articles
26 March 2020
13
min
read
Global Matters: The impact of the oil shock on North American midstream assets
In this follow up article, 4D Senior Investment Analysts Peter Aquilina and Mark Jones revisit the North American midstream thesis, and stress test assumptions for a dramatically lower commodity price
