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Investment Perspectives Real estate and COVID-19 - the story so far
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.
Investment Perspectives: Explaining the April US equity bounce
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
Market & portfolio update
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
Buy time looming
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
Crisis, recession - opportunity?
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.
Trip Insights: United States: North East, Mid West and the South
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.
Investment-Perspectives-Managing-risk-in-the-face-of-the-coronavirus
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-banner-insights
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?
The-impact-of-the-oil-shock-on-North-American-midstream-assets
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
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