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Investment-Perspectives-A-conservative-government-falling-interest-rates.jpg
Quay Global Investors
Articles
6 June 2019

Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; w

The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.
Global-Matters-Populism-perish
4D Infrastructure
Articles
9 May 2019

Global Matters: Populism & perish

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate all political affiliations.
Modern Monetary Theory Part 2, and why you're still hearing a lot more about it
Quay Global Investors
Articles
7 May 2019

Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current acco
Global-Matters-The-changing-face-of-US-midstream-assets-Investment-opportunity-created
4D Infrastructure
Articles
2 May 2019

Global Matters: The changing face of US midstream assets - Investment opportunity created

In this article, 4D Infrastructure’s Peter Aquilina and Greg Goodsell review the US midstream sector and identify a number of changes underway which they believe will see the creation of real sharehol
Investment-Perspectives-Modern-Monetary-Theory-and-why-youre-about-to-hear-a-lot-more-about-it
Quay Global Investors
Articles
3 April 2019

Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez.
Global-Matters-The-outlook-for-global-listed-infrastructure.jpg
4D Infrastructure
Articles
26 March 2019

Global Matters: The outlook for global listed infrastructure investment in 2019 and beyond

Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle,
Investment-Perspectives-The-great-unwind-of-the-Federal-Reserves-balance-sheet-and-whether-it-actually-matters
Quay Global Investors
Articles
6 March 2019

Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matt

Gyrations in equity markets over the past three months have been significant.
Trip-Insights-United-States-North-East-and-Mid-West
4D Infrastructure
Articles
14 January 2019

Trip Insights: United States North East & Mid West

This is the sixth in our series of Trip Insights, where we share those experiences.
Trip-Insights-Latin-America-and-Europe
4D Infrastructure
Articles
7 December 2018

Trip Insights: Latin America & Europe 2018

This is the fifth in our series of Trip Insights.
To tailor your experience and information, please let us know who you are.