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.
Quay Global Investors
Key offshore opportunities in senior housing and self-storage as sectors regain health
COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health.
Quay Global Investors
Australia set to mimic US retail rebound as shoppers cut down on clicking
Bricks-and-mortar retail sales are 16% higher there than they were before the pandemic, and shares in the nation's biggest shopping centre owner, Simon Property Group, have risen to match.
Quay Global Investors
Global real estate as a store of value
Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.
4D Infrastructure
Fund In Focus: The 4D Global Infrastructure Fund
Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.
Quay Global Investors
Global sharemarkets are being uncoupled from the real economy by the pandemic
Principal & Portfolio Manager Chris Bedingfield shares his thoughts on how the global sharemarkets are being uncoupled from the real economy by the pandemic.
Quay Global Investors
What's ahead for Australian house prices?
On Your Money, Chris Bedingfield explains how an oversupply of dwellings and tighter credit conditions have made him bearish on Australian residential property – and just how far prices and interest rates could drop.
