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Kardinia Capital
Articles
8 September 2020 3 min read

The Long and The Short: Eyes on the US

After looking dubious for some months, President Trump's chances of winning the next election are roaring back, with his campaign focusing on law and order and re-opening the US economy.
Investment perspectives
Quay Global Investors
Articles
8 September 2020 4 min read

Investment Perspectives: COVID economic indicators - side effects or sectoral balances?

We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
Investment-perspectives-thinking-about-liquidity
Quay Global Investors
Articles
7 August 2020 6 min read

Investment Perspectives: Thinking about liquidity

Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock market returns, garnered the most a
The-Long-and-the-Short-The-yield-hunt
Kardinia Capital
Articles
13 July 2020 3 min read

The Long and The Short: The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to set the shape of yield curves.
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
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