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Investment Perspectives: The slow-moving beast - an update on global demographic trends
Quay Global Investors
Articles
13 April 2018

Investment Perspectives: The slow-moving beast - an update on global demographic trends

The study of populations is integral to real estate.
Renewable-energy-panels-outside-Ameren-Headquarters-St-Louis-Missouri
4D Infrastructure
Articles
22 March 2018

Trip Insights: USA, October/November 2017

A cornerstone of our investment process is company management meetings and site visits.
Investment-Perspectives-Going-up-what-high-inflation-means-for-listed-real-estate
Quay Global Investors
Articles
5 March 2018

Investment Perspectives: Going up - what high inflation means for listed real estate

At Quay, this is one of our key investment philosophies – investing today should ensure one’s ability to have more tomorrow.
Global-Matters-The-insatiable-need-for-global-infrastructure.jpg
4D Infrastructure
Articles
1 March 2018

Global Matters: The insatiable need for global infrastructure investment

In December 2015, we published a paper looking at the need for infrastructure investment around the world and why we believed the private sector was going to be an integral component in how that growt
Investment-Perspectives-do-rising-bond-yields-hurt-listed-global-real-estate
Quay Global Investors
Articles
7 February 2018

Investment Perspectives: Do rising bond yields hurt listed global real estate?

A decade on from the global financial crisis, Western economies are now growing in unison. US tax cuts passed before Christmas and continuing strong economic data are expected to further boost gr
Trip-Insights-Hong-Kong-Japan-and-USA
4D Infrastructure
Articles
9 January 2018

Trip Insights: Hong Kong, Japan and USA, September/October 2017

This is the second in our series of ‘Trip Insights’, where we share those experiences.
Investment-Perspectives-The-theoretical-construct-of-the-capitalisation-rate-and-why-it-matters
Quay Global Investors
Articles
7 December 2017

Investment Perspectives: The theoretical construct of the capitalisation rate, and why it matters

At Quay, our approach to global real estate investing is somewhat different to our peers. 
Investment-Perspectives-Why-does-real-estate-outperform-equities
Quay Global Investors
Articles
3 November 2017

Investment Perspectives: Why does real estate outperform equities?

Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood out
Trip-Insights-Asia-Europe-June-2017
4D Infrastructure
Articles
30 October 2017

Trip Insights: Asia & Europe, June 2017

A cornerstone of our investment process is company management meetings and site visits.
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