Quay Global Investors
Articles
3 November 2017
Investment Perspectives: Why does real estate outperform equities?
Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood out
4D Infrastructure
Articles
30 October 2017
Trip Insights: Asia & Europe, June 2017
A cornerstone of our investment process is company management meetings and site visits.
4D Infrastructure
Articles
19 September 2017
Global Matters: The Asian Century
Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the central tenets of this quote and how they suggest we are truly living in the Asian century.
Quay Global Investors
Articles
12 September 2017
Investment Perspectives: Australia, the lucky country (or is it?)
Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.
Quay Global Investors
Articles
22 August 2017
Investment Perspectives: Why (sustained) low interest rates are not always good for real estate
It has been an interesting month in the world of central banking. Talks of removing monetary stimulus in Europe and further increases in interest rates in the US continue to affect markets.
Quay Global Investors
Articles
4 August 2017
Investment Perspectives: Finding Monopoly's 'orange squares' in property investing
In the board game Monopoly, research has shown that on average, the orange squares are among the best investment propositions on the board.
4D Infrastructure
Articles
27 June 2017
Global Matters: All aboard the new Silk Road
If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host an
Quay Global Investors
Articles
24 May 2017
Technology 'echo boomers' and aging population set to boost global property returns
Global real estate is one of nine major asset classes.
Bennelong
Articles
23 May 2017
The great rotation
The Australian share market is at the tail-end of a significant rotation that has seen value stocks and fundamentals come to the fore, according to Bennelong boutique fund managers who focus on Austra
