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.
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.
