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Quay Global Investors Insights
Quay Global Investors
Articles
20 March 2020 2 min read

Quay mid-month update

With markets moving quickly, we want to keep our investors up to date with how we are managing risk and our broader thoughts around the portfolio.
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Kardinia Capital
Articles
11 March 2020 1 min read

Kardinia update on COVID-19

The Kardinia Absolute Return Fund is well-placed to manage capital in volatile uncertain markets.
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4D Infrastructure
Articles
11 March 2020 1 min read

4D update on COVID-19

We believe the coronavirus issue will pass, but not without obvious and significant personal and economic pain including its impact on global growth.
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Quay Global Investors
Articles
3 March 2020 6 min read

Investment Perspectives: In global real estate, does size matter?

In this issue of Investment Perspectives, we investigate the risks associated with investing in small / medium sized REITs and determine if the size of the company really does matter.
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4D Infrastructure
Articles
24 February 2020 10 min read

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; (
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Quay Global Investors
Articles
4 February 2020 9 min read

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
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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.
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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 Insights
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. 
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