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
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
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.
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,
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.
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.
4D Infrastructure
Articles
7 December 2018
Trip Insights: Latin America & Europe 2018
This is the fifth in our series of Trip Insights.
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.
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
