Quay Global Investors
Why the true value of real estate comes back to the cost to rebuild
Using comparable sales as a measure of value for real estate is a trap. Here's how you should be valuing property instead.
Quay Global Investors
The silver tsunami about to hit global property markets
One of the biggest opportunities in property markets is starting to hit, and Quay argues it's largely economically insensitive.
Quay Global Investors
Don’t be distracted by the RBA when it comes to residential property
House prices and interest rates are hot topics, but it's not the complete residential property story.
Skerryvore AUS
Why Skerryvore is focusing outside China
Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is choosing a different focus.
Skerryvore AUS
The Indian companies dominating emerging market returns
Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.
Skerryvore AUS
No rule of law in emerging markets
The Skerryvore team looks to identify resilient companies in emerging markets using a few key components… but government contracts are a red flag.
4D Infrastructure
Because even “safe” stocks are risky: 7 steps to help spot red flags
Investing involves risk. This is true for whatever assets you’re buying, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as listed infrastructure.
4D Infrastructure
A multi-trillion-dollar opportunity: 1 theme and 2 stocks on 4D's radar
There's a huge multiplier effect of infrastructure investment, which flows into employment and economic recovery. Governments recognise that. So it enhances that that need to spend.
4D Infrastructure
"Essential" assets that probably belong in your portfolio
Whether you’re looking to branch out into equities after holding a heavy focus on fixed-income, or want to “de-risk” your existing stock exposures, infrastructure assets have a role to play in all balanced portfolios.
