Quay Global Investors
5 August 2022 10 min read
Investment Perspectives: 12 charts we’re thinking about right now
The latest trends in housing, retail and venture capital – and what they mean for investors.
2 August 2022 4 min read
News & Views: Could the US Supreme Court's decision against the EPA derail decarbonisation efforts?
On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the Environmental Protection Agency (EPA), potent
1 August 2022 2 min read
4D Infrastructure launches currency hedged fund
4D has launched a new currency hedged fund, the 4D Global Infrastructure Fund (AUD Hedged) (‘the Hedged Fund’).
Quay Global Investors
20 July 2022 5 min read
Investment Perspectives: REITs and navigating the inflation panic
It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered.
8 July 2022 5 min read
The Long and The Short: Finding solace in the short
As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%.
5 July 2022 4 min read
CPD: Digital spring clean – a practical toolkit for advisers to improve their digital effectiveness
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Skerryvore Asset Management
24 June 2022 6 min watch
The Indian companies dominating emerging market returns
Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.
21 June 2022 16 min listen
Kardinia podcast: portfolio & market update
“Some of the strongest rallies occur in bear markets, so we will remain conservative but we’re not going to go too aggressively net short at this point.”
16 June 2022 15 min listen
4D podcast: explaining the country review process
Bennelong’s Dave Whitby speaks with Greg Goodsell, 4D’s Global Equity Strategist, about 4D’s unique country review process – an integral part of the business’s investment process – and its impact on t