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.
Quay Global Investors
Articles
5 March 2018
Investment Perspectives: Going up - what high inflation means for listed real estate
At Quay, this is one of our key investment philosophies – investing today should ensure one’s ability to have more tomorrow.
4D Infrastructure
Articles
1 March 2018
Global Matters: The insatiable need for global infrastructure investment
In December 2015, we published a paper looking at the need for infrastructure investment around the world and why we believed the private sector was going to be an integral component in how that growt
Quay Global Investors
Articles
7 February 2018
Investment Perspectives: Do rising bond yields hurt listed global real estate?
A decade on from the global financial crisis, Western economies are now growing in unison. US tax cuts passed before Christmas and continuing strong economic data are expected to further boost gr
4D Infrastructure
Articles
9 January 2018
Trip Insights: Hong Kong, Japan and USA, September/October 2017
This is the second in our series of ‘Trip Insights’, where we share those experiences.
Quay Global Investors
Articles
7 December 2017
Investment Perspectives: The theoretical construct of the capitalisation rate, and why it matters
At Quay, our approach to global real estate investing is somewhat different to our peers.
