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10-interesting-charts-right-now-COVID19-edition
Quay Global Investors
Articles
7 July 2020 7 min read

Investment Perspectives: 10 interesting charts right now - COVID-19 edition

Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.
Global Matters Direct and listed infrastructure - complementary portfolio allocations
4D Infrastructure
Articles
25 June 2020 16 min read

Global Matters: Direct and listed infrastructure - complementary portfolio allocations

In this article, Senior Investment Analyst Peter Aquilina and Global Portfolio Manager Sarah Shaw discuss why 4D Infrastructure believes direct and listed allocations complement each other in portfoli
Investment Perspectives Real estate and COVID-19 - the story so far
Quay Global Investors
Articles
8 June 2020 7 min read

Investment Perspectives: Real estate and COVID-19 - the story so far

In this edition of Investment Perspectives, we examine why real estate has lagged the broader equity market in the recent rally, and how it could represent a significant opportunity.
Investment Perspectives: Explaining the April US equity bounce
Quay Global Investors
Articles
1 May 2020 7 min read

Investment Perspectives: Explaining the April US equity bounce

In this article, Chris Bedingfield explores why, despite US unemployment heading for levels not seen since the Great Depression, US equity indices are back to October 2019 levels after a sharp recover
Market & portfolio update
Kardinia Capital
Articles
24 April 2020 3 min read

Market & portfolio update - April 2020

In reality it’s only a few weeks since we wrote our last update, but – as you are no doubt feeling too – in many ways it feels like months ago
Buy time looming
4D Infrastructure
Articles
16 April 2020 21 min read

Global Matters: Global listed infrastructure - 'Buy' time looming?

In this edition of Global Matters, Sarah Shaw (4D CIO & Global Portfolio Manager) revisits listed infrastructure’s unique and compelling characteristics, outlining why 4D continues to love the sec
Crisis, recession - opportunity?
Bennelong
Articles
9 April 2020 1 min read

Crisis, recession - opportunity?

In a world of uncertainty and occasional panic, it can feel impossible to see past the bad news.
Trip Insights: United States: North East, Mid West and the South
4D Infrastructure
Articles
9 April 2020 18 min read

Trip Insights: United States: North East, Mid West and the South

This is the ninth in our series of Trip Insights, where we share those experiences.
Investment-Perspectives-Managing-risk-in-the-face-of-the-coronavirus
Quay Global Investors
Articles
6 April 2020 7 min read

Investment Perspectives: Managing risk in the face of the coronavirus

What a difference a month makes. In mid-February, markets around the globe were continuing their history-making march upwards in one of the longest bull runs on record.
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