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Investment-Perspectives-Will-the-US-yield-curve-invert.jpg
Quay Global Investors
Articles
6 December 2018

Investment Perspectives: Will the US yield curve invert?

It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008.
Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment
4D Infrastructure
Articles
7 November 2018

Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment

Mark Jones, Senior Investment Analyst from 4D Infrastructure, explores the appeal of communications infrastructure, the difference between developed and emerging markets, and the possible upside from
Investment-Perspectives-Dont-judge-a-property-by-its-building
Quay Global Investors
Articles
8 October 2018

Investment Perspectives: Don't judge a property by its building

Not long after my daughter turned five I took her to see her first movie, “Up”.
Investment-Perspectives-Australian-interest-rates-the-next-move-is-probably-down
Quay Global Investors
Articles
7 October 2018

Investment Perspectives: Australian interest rates - the next move is probably down

Our view is non-consensus, and we’re okay with that. For the most part, the economic consensus in Australia is that the next interest rate move will be up.
Investment-Perspectives-Twelve-interesting-charts-right-now
Quay Global Investors
Articles
12 September 2018

Investment Perspectives: Twelve interesting charts right now

A picture paints a thousand words, as the saying goes. This month’s Investment Perspectives contains 12 charts that show some of the data and trends we think are really interesting right now.
Investment-Perspectives-Stock-in-focus-Scentre-Group
Quay Global Investors
Articles
6 August 2018

Investment Perspectives: Stock in focus - Scentre Group

One of the advantages of a global mandate is the opportunity to identify and invest in some of the most unique and best run real estate companies in the world.
Emerging-markets-and-infrastructure-a-natural-partnership
4D Infrastructure
Articles
5 July 2018

Global Matters: Emerging markets and infrastructure - a natural partnership

Sarah Shaw, Global Portfolio Manager at 4D Infrastructure, explores the connectivity between EM and infrastructure, addressing why the relationship is so positive.
Investment-Perspectives-Retail-and-residential-population-growth
Quay Global Investors
Articles
5 June 2018

Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate

Demographics really matter! The study of populations, how and where people move, is integral to real estate.
Trip insights canada april 2018
4D Infrastructure
Articles
30 May 2018

Trip Insights: Canada, April 2018

This is the fourth in our series of Trip Insights.
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