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Modern Monetary Theory Part 2, and why you're still hearing a lot more about it
Quay Global Investors
Articles
7 May 2019

Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current acco
Global-Matters-The-changing-face-of-US-midstream-assets-Investment-opportunity-created
4D Infrastructure
Articles
2 May 2019

Global Matters: The changing face of US midstream assets - Investment opportunity created

In this article, 4D Infrastructure’s Peter Aquilina and Greg Goodsell review the US midstream sector and identify a number of changes underway which they believe will see the creation of real sharehol
Investment-Perspectives-Modern-Monetary-Theory-and-why-youre-about-to-hear-a-lot-more-about-it
Quay Global Investors
Articles
3 April 2019

Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez.
Global-Matters-The-outlook-for-global-listed-infrastructure.jpg
4D Infrastructure
Articles
26 March 2019

Global Matters: The outlook for global listed infrastructure investment in 2019 and beyond

Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle,
Investment-Perspectives-The-great-unwind-of-the-Federal-Reserves-balance-sheet-and-whether-it-actually-matters
Quay Global Investors
Articles
6 March 2019

Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matt

Gyrations in equity markets over the past three months have been significant.
Trip-Insights-United-States-North-East-and-Mid-West
4D Infrastructure
Articles
14 January 2019

Trip Insights: United States North East & Mid West

This is the sixth in our series of Trip Insights, where we share those experiences.
Trip-Insights-Latin-America-and-Europe
4D Infrastructure
Articles
7 December 2018

Trip Insights: Latin America & Europe 2018

This is the fifth in our series of Trip Insights.
Investment-Perspectives-Will-the-US-yield-curve-invert.jpg
Quay Global Investors
Articles
6 December 2018

Investment Perspectives: Will the US yield curve invert?

It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008.
Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment
4D Infrastructure
Articles
7 November 2018

Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment

Mark Jones, Senior Investment Analyst from 4D Infrastructure, explores the appeal of communications infrastructure, the difference between developed and emerging markets, and the possible upside from
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