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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.
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.
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