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Trip insights europe
4D Infrastructure
Articles
23 September 2019

Trip Insights: Europe

This is the eighth in our series of Trip Insights where we share those experiences.
Investment-Perspectives-Negative-bond-yields-what-does-it-mean-and-whats-the-end-game
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.
Investment Perspectives Five lessons & observations from our first five years
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
Where-profits-come-from-and-the-vulnerabilities-in-Australian-corporate-earnings
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.
Trip Insights Canada
4D Infrastructure
Articles
7 July 2019

Trip Insights: Canada 2019

This is the seventh in our series of Trip Insights, where we share those experiences.
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
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