4D Infrastructure
Articles
24 February 2020
Global Matters: ESG at 4D
In this article, Sarah Shaw (Global Portfolio Manager & Chief Investment Officer) looks at: (1) the current state of play with Environmental, Social and Governance (ESG) issues around the world; (
Quay Global Investors
Articles
4 February 2020
Investment Perspectives: Six reasons we believe the global REIT market is inefficient
In this issue of Investment Perspectives, we cast a skeptical eye over the valuation, operational and risk metrics embraced by the market, which we believe can lead to poor long-term investment return
Quay Global Investors
Articles
10 December 2019
Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate
Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement.
Quay Global Investors
Articles
11 November 2019
Investment Perspectives: Aussie QE may be coming, but it will probably do nothing
As Australian interest rates head toward zero, many market commentators are now speculating that the central bank will be forced to adopt “unconventional measures” to support the economy, including Qu
Quay Global Investors
Articles
11 October 2019
Investment Perspectives: So, what happens if there is a recession?
One of the many rewarding aspects of our job is the opportunity to meet current and prospective investors – discussing our investment strategy and philosophy, and portfolio positioning.
4D Infrastructure
Articles
23 September 2019
Trip Insights: Europe
This is the eighth in our series of Trip Insights where we share those experiences.
Quay Global Investors
Articles
10 September 2019
Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?
Since the beginning of this year, financial markets and expectations have turned decidedly bearish.
Quay Global Investors
Articles
12 August 2019
Investment Perspectives: Five lessons & observations from our first five years
Time flies. On 30 July 2014 we launched the Quay Global Real Estate Fund
Quay Global Investors
Articles
7 July 2019
Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings
Equity investors rejoiced in June as the Fed signaled it may cut interest rates, but interest rates do not drive long run equity performance - profits do.
