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The great rotation
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
Infrastructure-a-3-trillion-opportunity-for-all-market-cycles
4D Infrastructure
Articles
23 May 2017

Infrastructure a $3 trillion opportunity for all market cycles

The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and
Investment-Perspectives-Australian-house-prices-and-the-law-of-unintended-consequences
Quay Global Investors
Articles
11 May 2017

Investment Perspectives: Australian house prices and the law of unintended consequences

Are we nearing a tipping point? Topic of the week, month, year and decade. Australian house prices.
Investment-Perspectives-Beware-the-reflation-trade.jpg
Quay Global Investors
Articles
26 April 2017

Investment Perspectives: Beware the 'reflation trade'

In financial markets, if it looks certain, it probably isn’t.
Global-Matters-The-emerging-middle-class-and-its-implications-for-global-investment
4D Infrastructure
Articles
13 April 2017

Global Matters: The emerging middle class and its implications for global investment

In our September 2016 Global Matters ‘Young tiger stalks ageing dragon’ we compared and contrasted India and China in terms of their economic and social development.
Investment-Perspectives-looking-beyond-the-house-global-real-estate-compared
Quay Global Investors
Articles
21 March 2017

Investment Perspectives: Looking beyond the house - global real estate compared

Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential).
Global-Matters-An-all-black-performance
4D Infrastructure
Articles
31 January 2017

Global Matters: An All Black performance... just not in rugby!

4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and Mark Jones (Senior Investment Analyst) compare and contrast NZ’s economic fortunes over the past decade with that of cross-ditch rival,
Quay Global Investors Insights
Quay Global Investors
Articles
19 January 2017

Investment Perspectives: The anatomy of a good CEO

At Quay, we like to think of ourselves as bottom-up stock and industry analysts. We try to minimise risk through our investment process. However, we are also fully aware of our limitations.
How-storytelling-can-help-you-get-more-clients-and-thats-no-fairy-tale
Bennelong
Articles
15 December 2016

How storytelling can help you get more clients. And that’s no fairy tale

As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you assume it’s a polite way of describing unethical spin-doctoring.
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