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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.
Investment-Perspectives-The-building-blocks-of-a-portfolio.jpg
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
Global-Matters-Is-infrastructure-a-bond-proxy
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.
Investment Perspectives: The slow-moving beast - an update on global demographic trends
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.
Renewable-energy-panels-outside-Ameren-Headquarters-St-Louis-Missouri
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.
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