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Aussie-QE-may-be-coming-but-it-will-probably-do-nothing
Quay Global Investors
Articles
11 November 2019

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

As Australian interest rates head toward zero, many market commentators are now speculating that the central bank will be forced to adopt “unconventional measures” to support the economy, including Qu
Quay Global Investors Insights
Quay Global Investors
Articles
11 October 2019

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

One of the many rewarding aspects of our job is the opportunity to meet current and prospective investors – discussing our investment strategy and philosophy, and portfolio positioning. 
Trip insights europe
4D Infrastructure
Articles
23 September 2019

Trip Insights: Europe

This is the eighth in our series of Trip Insights where we share those experiences.
Investment-Perspectives-Negative-bond-yields-what-does-it-mean-and-whats-the-end-game
Quay Global Investors
Articles
10 September 2019

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

Since the beginning of this year, financial markets and expectations have turned decidedly bearish.
Investment Perspectives Five lessons & observations from our first five years
Quay Global Investors
Articles
12 August 2019

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

Time flies. On 30 July 2014 we launched the Quay Global Real Estate Fund
Where-profits-come-from-and-the-vulnerabilities-in-Australian-corporate-earnings
Quay Global Investors
Articles
7 July 2019

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

Equity investors rejoiced in June as the Fed signaled it may cut interest rates, but interest rates do not drive long run equity performance - profits do.
Trip Insights Canada
4D Infrastructure
Articles
7 July 2019

Trip Insights: Canada 2019

This is the seventh in our series of Trip Insights, where we share those experiences.
Investment-Perspectives-A-conservative-government-falling-interest-rates.jpg
Quay Global Investors
Articles
6 June 2019

Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; w

The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.
Global-Matters-Populism-perish
4D Infrastructure
Articles
9 May 2019

Global Matters: Populism & perish

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate all political affiliations.
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