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.
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.
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.
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.
4D Infrastructure
Articles
30 May 2018
Trip Insights: Canada, April 2018
This is the fourth in our series of Trip Insights.
Quay Global Investors
Articles
3 May 2018
Investment Perspectives: The building blocks of a portfolio
At Quay, one of our key investment philosophies is that investing today ought to ensure one’s ability to spend more in the future – that is, returns should always seek to beat the rise in the cost of
4D Infrastructure
Articles
27 April 2018
Global Matters: Is infrastructure a bond proxy?
Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets.
Quay Global Investors
Articles
13 April 2018
Investment Perspectives: The slow-moving beast - an update on global demographic trends
The study of populations is integral to real estate.
4D Infrastructure
Articles
22 March 2018
Trip Insights: USA, October/November 2017
A cornerstone of our investment process is company management meetings and site visits.
