Thought leadership

The impact of COVID-19 on emerging markets

The impact of COVID-19 on emerging markets

3 April 2020 - 4D Infrastructure

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BAEP update on the current market environment

BAEP update on the current market environment

31 March 2020 - Bennelong Australian Equity Partners

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Global Matters 25: The impact of the oil shock on North American midstream assets

Global Matters 25: The impact of the oil shock on North American midstream assets

26 March 2020 - 4D Infrastructure

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Market crash highlights the value of tail-protection

Market crash highlights the value of tail-protection

24 March 2020 - Wheelhouse Investment Partners

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Quay mid-month update

Quay mid-month update

20 March 2020 - Quay Global Investors

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Kardinia podcast: managing money in a crisis

Kardinia podcast: managing money in a crisis

18 March 2020 - Kardinia Capital

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COVID-19 crisis - the value of income and protection

COVID-19 crisis - the value of income and protection

17 March 2020 - Wheelhouse Investment Partners

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4D update on COVID-19

4D update on COVID-19

11 March 2020 - 4D Infrastructure

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Kardinia update on COVID-19

Kardinia update on COVID-19

11 March 2020 - Kardinia Capital

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Investment Perspectives: In global real estate, does size matter?

Investment Perspectives: In global real estate, does size matter?

3 March 2020 - Quay Global Investors

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Global Matters: ESG at 4D

Global Matters: ESG at 4D

24 February 2020 - 4D Infrastructure

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Investment Perspectives: Six reasons we believe the global REIT market is inefficient

Investment Perspectives: Six reasons we believe the global REIT market is inefficient

4 February 2020 - Quay Global Investors

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Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate

Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate

10 December 2019 - Quay Global Investors

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Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

11 November 2019 - Quay Global Investors

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The perils of worrying about the future

The perils of worrying about the future

21 October 2019 - Bennelong Australian Equity Partners

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Investment Perspectives: So, what happens if there is a recession?

Investment Perspectives: So, what happens if there is a recession?

11 October 2019 - Quay Global Investors

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Trip Insights: Europe

Trip Insights: Europe

23 September 2019 - 4D Infrastructure

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Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

10 September 2019 - Quay Global Investors

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Investment Perspectives: Five lessons & observations from our first five years

Investment Perspectives: Five lessons & observations from our first five years

12 August 2019 - Quay Global Investors

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Trip Insights: Canada

Trip Insights: Canada

7 July 2019 - 4D Infrastructure

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Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

7 July 2019 - Quay Global Investors

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